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

Pathstone Holdings, LLC holds 469,622 shares of IWD (ISHARES TR), worth $100.3M as of 2026-Q1. The position was decreased (-3.9% shares). IWD represents 0.4% of Pathstone Holdings, LLC's portfolio.

Current Value

$100.3M

Current Shares

469,622

Total Value Change

+$13.4M

Total Shares Change

-28,665

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
469,622
-3.9%
$100.3M0.4%$222.27
0
2025-Q4
Decreased
488,638
-10.9%
$102.8M0.4%$211.94
0
2025-Q3
Decreased
548,332
-13.6%
$111.6M0.4%$202.24
0
2025-Q2
Increased
634,896
+15.5%
$118.7M0.5%$191.58
41
2025-Q1
Increased
549,555
+2.8%
$103.5M0.4%$183.74
37
2024-Q4
Increased
534,418
+3.0%
$99.1M0.4%$181.36
37
2024-Q3
Increased
519,083
+4.2%
$96.8M0.4%$184.97
37
2024-Q2
Increased
498,287
+40.3%
$86.9M0.4%$169.57
47

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

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