Position history for CAPTRUST FINANCIAL ADVISORS's holdings in ISHARES TR
CAPTRUST FINANCIAL ADVISORS holds 466,486 shares of IWF (ISHARES TR), worth $220.8M as of 2025-Q4. The position was decreased (-0.1% shares). IWF represents 0.4% of CAPTRUST FINANCIAL ADVISORS's portfolio.
Current Value
$220.8M
Current Shares
466,486
Total Value Change
+$61.3M
Total Shares Change
+28,967
Other major holders of IWF: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Decreased |
| 466,486 |
-0.1% |
| $220.8M |
| 0.4% |
| $476.95 |
0 |
| 2025-Q3 | Decreased | 466,706 | -2.0% | $218.6M | 0.4% | $466.09 | 0 |
| 2025-Q2 | Increased | 476,161 | +9.7% | $202.2M | 0.5% | $420.88 | 40 |
| 2025-Q1 | Increased | 433,886 | +1.3% | $156.7M | 0.4% | $359.49 | 37 |
| 2024-Q4 | Decreased | 428,283 | -2.9% | $172M | 0.5% | $403.59 | 0 |
| 2024-Q3 | Increased | 440,843 | +0.8% | $165.5M | 0.5% | $371.77 | 36 |
| 2024-Q2 | Decreased | 437,519 | -1.1% | $159.5M | 0.5% | $362.15 | 0 |