Merrion Investment Management Co, LLC IWD β€” ISHARES TR

Ownership history in Merrion Investment Management Co, LLC  Β·  2 quarters on record

AI Ownership Summary

Merrion Investment Management Co, LLC reported ISHARES TR (IWD) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.19% in 2026 Q2. The latest visible filing shows IWD at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Merrion Investment Management Co, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IWD was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWD stock page Merrion Investment Management Co, LLC fund profile Merrion Investment Management Co, LLC full holdings
How Merrion Investment Management Co, LLC held IWD β€” position size vs. price
% of Fund (quarterly)    IWD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 1,620 +1,500 +1250.0% 0.19% $393K 2026-07-13 $247.62
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IWD

As of 2026 Q2 β€” sorted by position size

LWM ADVISORS INC 23.05% Objectivity Squared, LLC 19.74% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 19.2% Covenant Partners, LLC 3Y 7Y 18.93% LANDAAS & CO /WI /ADV 3Y 7Y 16.99% Cedar Mountain Advisors, LLC 3Y 16.5% Stairway Partners, LLC 3Y 7Y 15.21% Sylvest Advisors, LLC 14.45% NESTEGG ADVISORS, INC. 13.72% Ryan Investment Management, Inc. 13.21%

FAQ About Merrion Investment Management Co, LLC and IWD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Merrion Investment Management Co, LLC reported owning IWD?

Merrion Investment Management Co, LLC reported IWD across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported IWD position in Merrion Investment Management Co, LLC's portfolio?

The largest reported portfolio weight for IWD was 0.19% in 2026 Q2.

What is the latest reported IWD position on this page?

The most recent filing on this page is 2026 Q2, when Merrion Investment Management Co, LLC reported 1,620 shares, equal to 0.19% of portfolio, with an estimated market value of $393K.

What does the chart on this IWD ownership page compare?

The chart compares Merrion Investment Management Co, LLC's quarterly IWD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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