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IWB
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Position history for Pathstone Holdings, LLC's holdings in ISHARES TR

Pathstone Holdings, LLC holds 1.1M shares of IWB (ISHARES TR), worth $396.5M as of 2026-Q1. The position was increased (+0.2% shares). IWB represents 1.6% of Pathstone Holdings, LLC's portfolio.

Current Value

$396.5M

Current Shares

1.1M

Total Value Change

+$56.4M

Total Shares Change

-31,221

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.1M
+0.2%
$396.5M1.6%$373.15
49
2025-Q4
Decreased
1.1M
-4.7%
$414.2M1.6%$376.20
0
2025-Q3
Decreased
1.2M
-0.0%
$425.6M1.6%$363.42
0
2025-Q2
Decreased
1.2M
-0.1%
$395.4M1.6%$335.58
0
2025-Q1
Decreased
1.2M
-0.2%
$357.8M1.6%$302.55
0
2024-Q4
Increased
1.2M
+1.8%
$376.4M1.7%$319.91
50
2024-Q3
Increased
1.1M
+0.4%
$360.5M1.6%$308.93
49
2024-Q2
Decreased
1.1M
-0.9%
$340.2M1.5%$292.44
0

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

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