IWF ISHARES TR

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in ISHARES TR (IWF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.9% (2017 Q4)
Avg. % of fund
1.42%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,816,152 -184,958 -9.2% 1.15% $859.6M $472.88
2025 Q3 REDUCED 2,001,110 -103,594 -4.9% 1.21% $937.3M $467.53
2025 Q2 REDUCED 2,104,704 -68,565 -3.2% 1.18% $893.6M $423.39
2025 Q1 ADDED 2,173,269 +75,027 +3.6% 1.11% $784.7M $359.72
2024 Q4 ADDED 2,098,242 +2,881 +0.1% 1.23% $842.6M $399.63
2024 Q3 REDUCED 2,095,361 -121,066 -5.5% 1.19% $786.6M $373.18
2024 Q2 ADDED 2,216,427 +84,663 +4.0% 1.28% $807.9M $361.83
2024 Q1 ADDED 2,131,764 +17,196 +0.8% 1.19% $718.5M $334.19
2023 Q4 ADDED 2,114,568 +48,070 +2.3% 1.17% $641.1M $300.20
2023 Q3 REDUCED 2,066,498 -20,442 -1.0% 1.14% $549.7M $262.86
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWF price (monthly, adj. close)
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