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IYMIYM
Showing 8 of 26 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ISHARES TR

OSAIC HOLDINGS, INC. holds 62,411 shares of IYM (ISHARES TR), worth $11.2M as of 2026-Q2. The position was increased (+119.0% shares). IYM represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$11.2M

Current Shares

62,411

Total Value Change

+$8.7M

Total Shares Change

+45,783

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
62,411
+119.0%
$11.2M0.0%$179.53
45
2026-Q1
Increased
28,505
+41.8%
$5M0.0%$183.37
36
2025-Q4
Increased
20,099
+18.4%
$3.1M0.0%$155.48
31
2025-Q3
Decreased
16,970
-6.7%
$2.5M0.0%$146.86
0
2025-Q2
Decreased
18,195
-18.4%
$2.5M0.0%$138.12
0
2025-Q1
Increased
22,311
+26.9%
$3M0.0%$132.39
33
2024-Q4
Increased
17,588
+5.8%
$2.3M0.0%$127.09
28
2024-Q3
Decreased
16,628
-5.5%
$2.5M0.0%$148.16
0

Other major holders of IYM: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, MANUFACTURERS LIFE INSURANCE COMPANY, THE

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