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IBDXIBDX
8 quarters

Position history for RWA WEALTH PARTNERS, LLCRWA WEALTH PARTNERS, LLC's holdings in ISHARES TR

RWA WEALTH PARTNERS, LLC holds 165,231 shares of IBDX (ISHARES TR), worth $4.2M as of 2026-Q2. The position was increased (+1.1% shares). IBDX represents 0.0% of RWA WEALTH PARTNERS, LLC's portfolio.

Current Value

$4.2M

Current Shares

165,231

Total Value Change

+$3.7M

Total Shares Change

+148,227

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
165,231
+1.1%
$4.2M0.0%$25.09
27
2026-Q1
Decreased
163,459
-2.2%
$4.1M0.0%$24.87
0
2025-Q4
Increased
167,197
+5.5%
$4.3M0.0%$24.93
28
2025-Q3
Increased
158,451
+2.5%
$4.1M0.0%$24.63
27
2025-Q2
Increased
154,504
+2.1%
$3.9M0.0%$24.01
27
2025-Q1
Increased
151,247
+13.2%
$3.8M0.0%$23.44
30
2024-Q4
Increased
133,670
+686.1%
$3.3M0.0%$22.86
43
2024-Q3
New
17,004
-
$437,1730.0%$23.52
33

Other major holders of IBDX: Aptus Capital Advisors, LLC

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