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
Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC
Increased |
| 236,311 |
+0.7% |
| $50.5M |
| 0.3% |
| $222.27 |
35 |
| 2025-Q4 | Increased | 234,716 | +13.6% | $49.4M | 0.3% | $211.94 | 40 |
| 2025-Q3 | Increased | 206,654 | +13.8% | $42.1M | 0.3% | $202.24 | 40 |
| 2025-Q2 | Increased | 181,584 | +3.5% | $35.3M | 0.3% | $191.58 | 36 |
| 2025-Q1 | Increased | 175,439 | +6.2% | $33M | 0.3% | $183.74 | 37 |
| 2024-Q4 | Increased | 165,280 | +0.8% | $30.6M | 0.3% | $181.36 | 35 |
| 2024-Q3 | Increased | 163,920 | +4.5% | $31.1M | 0.3% | $184.97 | 36 |
| 2024-Q2 | Decreased | 156,914 | -0.0% | $27.4M | 0.3% | $169.57 | 0 |