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IWD
Showing 8 of 18 quarters

Position history for HB Wealth Management, LLC's holdings in ISHARES TR

HB Wealth Management, LLC holds 236,311 shares of IWD (ISHARES TR), worth $50.5M as of 2026-Q1. The position was increased (+0.7% shares). IWD represents 0.3% of HB Wealth Management, LLC's portfolio.

Current Value

$50.5M

Current Shares

236,311

Total Value Change

+$23.1M

Total Shares Change

+79,397

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
236,311
+0.7%
$50.5M0.3%$222.27
35
2025-Q4
Increased
234,716
+13.6%
$49.4M0.3%$211.94
40
2025-Q3
Increased
206,654
+13.8%
$42.1M0.3%$202.24
40
2025-Q2
Increased
181,584
+3.5%
$35.3M0.3%$191.58
36
2025-Q1
Increased
175,439
+6.2%
$33M0.3%$183.74
37
2024-Q4
Increased
165,280
+0.8%
$30.6M0.3%$181.36
35
2024-Q3
Increased
163,920
+4.5%
$31.1M0.3%$184.97
36
2024-Q2
Decreased
156,914
-0.0%
$27.4M0.3%$169.57
0

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

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