Position history for HB Wealth Management, LLC's holdings in ISHARES TR
HB Wealth Management, LLC holds 234,716 shares of IWD (ISHARES TR), worth $49.4M as of 2025-Q4. The position was increased (++13.6% shares). IWD represents 0.3% of HB Wealth Management, LLC's portfolio.
Current Value
$49.4M
Current Shares
234,716
Total Value Change
+$22M
Total Shares Change
+77,802
Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC
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 |