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IBDW
Showing 8 of 14 quarters

Position history for Aptus Capital Advisors, LLC's holdings in ISHARES TR

Aptus Capital Advisors, LLC holds 7.4M shares of IBDW (ISHARES TR), worth $154.7M as of 2026-Q1. The position was increased (+1.8% shares). IBDW represents 1.2% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$154.7M

Current Shares

7.4M

Total Value Change

+$102.6M

Total Shares Change

+4.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
7.4M
+1.8%
$154.7M1.2%$21.19
49
2025-Q4
Increased
7.3M
+5.5%
$153.6M1.1%$21.11
50
2025-Q3
Increased
6.9M
+8.2%
$146.1M1.1%$20.80
52
2025-Q2
Increased
6.4M
+6.4%
$133.8M1.1%$20.32
51
2025-Q1
Increased
6M
+12.5%
$124M1.3%$19.85
53
2024-Q4
Increased
5.3M
+49.7%
$108.1M1.1%$19.36
65
2024-Q3
Increased
3.5M
+38.0%
$75.3M1.1%$19.84
61
2024-Q2
Increased
2.6M
+33.4%
$52.2M0.9%$18.71
53

Other major holders of IBDW: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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