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
Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC
Decreased |
| 469,622 |
-3.9% |
| $100.3M |
| 0.4% |
| $222.27 |
0 |
| 2025-Q4 | Decreased | 488,638 | -10.9% | $102.8M | 0.4% | $211.94 | 0 |
| 2025-Q3 | Decreased | 548,332 | -13.6% | $111.6M | 0.4% | $202.24 | 0 |
| 2025-Q2 | Increased | 634,896 | +15.5% | $118.7M | 0.5% | $191.58 | 41 |
| 2025-Q1 | Increased | 549,555 | +2.8% | $103.5M | 0.4% | $183.74 | 37 |
| 2024-Q4 | Increased | 534,418 | +3.0% | $99.1M | 0.4% | $181.36 | 37 |
| 2024-Q3 | Increased | 519,083 | +4.2% | $96.8M | 0.4% | $184.97 | 37 |
| 2024-Q2 | Increased | 498,287 | +40.3% | $86.9M | 0.4% | $169.57 | 47 |