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IWD
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Position history for Allworth Financial LP's holdings in ISHARES TR

Allworth Financial LP holds 315,598 shares of IWD (ISHARES TR), worth $67.4M as of 2026-Q1. The position was decreased (-1.5% shares). IWD represents 0.3% of Allworth Financial LP's portfolio.

Current Value

$67.4M

Current Shares

315,598

Total Value Change

+$61.5M

Total Shares Change

+282,383

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
315,598
-1.5%
$67.4M0.3%$222.27
0
2025-Q4
Increased
320,484
+605.0%
$67.4M0.3%$211.94
57
2025-Q3
Increased
45,462
+4.0%
$9.3M0.0%$202.24
29
2025-Q2
Increased
43,736
+4.4%
$8.5M0.0%$191.58
29
2025-Q1
Decreased
41,887
-0.0%
$7.6M0.0%$183.74
0
2024-Q4
Increased
41,893
+25.6%
$8.1M0.0%$181.36
34
2024-Q3
Increased
33,358
+0.4%
$6.3M0.0%$184.97
27
2024-Q2
Decreased
33,215
-7.5%
$6M0.0%$169.57
0

Other major holders of IWD: BANK OF AMERICA CORP /DE/

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