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IWB
Showing 8 of 26 quarters

Position history for IEQ CAPITAL, LLC's holdings in ISHARES TR

IEQ CAPITAL, LLC holds 515,288 shares of IWB (ISHARES TR), worth $183.7M as of 2026-Q1. The position was increased (+5.7% shares). IWB represents 0.9% of IEQ CAPITAL, LLC's portfolio.

Current Value

$183.7M

Current Shares

515,288

Total Value Change

+$147.2M

Total Shares Change

+392,504

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
515,288
+5.7%
$183.7M0.9%$373.15
45
2025-Q4
Increased
487,726
+8.4%
$182.1M0.5%$376.20
47
2025-Q3
Increased
450,095
+7.3%
$164.5M0.5%$363.42
39
2025-Q2
Increased
419,418
+9.9%
$142.4M0.9%$335.58
47
2025-Q1
Increased
381,635
+176.0%
$117.1M0.9%$302.55
68
2024-Q4
Increased
138,275
+13.6%
$44.5M0.4%$319.91
40
2024-Q3
Decreased
121,770
-0.8%
$38.3M0.5%$308.93
0
2024-Q2
Increased
122,784
+17.1%
$36.5M0.5%$292.44
40

Other major holders of IWB: JONES FINANCIAL COMPANIES LLLP, FMR LLC

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