MISSION WEALTH MANAGEMENT, LP IWD — ISHARES TR

Ownership history in MISSION WEALTH MANAGEMENT, LP  ·  44 quarters on record

AI Ownership Summary

MISSION WEALTH MANAGEMENT, LP reported ISHARES TR (IWD) in 44 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.05% in 2023 Q4. The latest visible filing shows IWD at 0.99% 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 MISSION WEALTH MANAGEMENT, LP'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 Q1

IWD was reported at 0.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.05% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 MISSION WEALTH MANAGEMENT, LP fund profile MISSION WEALTH MANAGEMENT, LP full holdings
How MISSION WEALTH MANAGEMENT, LP held IWD — position size vs. price
% of Fund (quarterly)    IWD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 224,645 +2,765 +1.2% 0.99% $48.0M 2026-05-15 $232.18
2025 Q4 REDUCED — — — 221,880 -6,538 -2.9% 0.93% $46.7M 2026-02-05 $219.99
2025 Q3 REDUCED — — — 228,418 -6,712 -2.9% 0.92% $46.5M 2025-11-04 $201.13
2025 Q2 ADDED — — — 235,130 +27,919 +13.5% 0.98% $45.7M 2025-08-05 $192.07
2025 Q1 ADDED — — — 207,211 +21,377 +11.5% 0.96% $39.0M 2025-04-17 $173.26
2024 Q4 ADDED — — — 185,834 +5,082 +2.8% 0.80% $34.4M 2025-02-06 $190.23
2024 Q3 REDUCED — — — 180,752 -2,242 -1.2% 0.83% $34.3M 2024-10-31 $182.70
2024 Q2 REDUCED 9.3% +9.4% ❌ 182,994 -18,837 -9.3% 0.85% $31.9M 2024-08-05 $168.54
2024 Q1 ADDED — — — 201,831 +6,706 +3.4% 0.95% $36.1M 2024-04-30 $165.39
2023 Q4 ADDED — — — 195,125 +58,181 +42.5% 1.05% $32.2M 2024-02-05 $158.63
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWD

As of 2026 Q1 — sorted by position size

LWM ADVISORS INC 23.22% Pacific Life Fund Advisors LLC 3Y 19.72% Objectivity Squared, LLC 19.35% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 19.27% Covenant Partners, LLC 3Y 7Y 18.93% Wind River Trust Co 3Y 18.65% LANDAAS & CO /WI /ADV 3Y 7Y 17.51% Cedar Mountain Advisors, LLC 3Y 16.51% NESTEGG ADVISORS, INC. 14.88% Stairway Partners, LLC 3Y 7Y 14.74%

FAQ About MISSION WEALTH MANAGEMENT, LP and IWD

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

How long has MISSION WEALTH MANAGEMENT, LP reported owning IWD?

MISSION WEALTH MANAGEMENT, LP reported IWD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IWD position in MISSION WEALTH MANAGEMENT, LP's portfolio?

The largest reported portfolio weight for IWD was 1.05% in 2023 Q4.

What is the latest reported IWD position on this page?

The most recent filing on this page is 2026 Q1, when MISSION WEALTH MANAGEMENT, LP reported 224,645 shares, equal to 0.99% of portfolio, with an estimated market value of $48.0M.

What does the chart on this IWD ownership page compare?

The chart compares MISSION WEALTH MANAGEMENT, LP'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.

How well did MISSION WEALTH MANAGEMENT, LP time their IWD position?

Based on 13F filing dates vs. subsequent IWD price moves, MISSION WEALTH MANAGEMENT, LP correctly timed 16 out of 42 reported position changes (38%). The annualised alpha on IWD relative to SPY over the holding period was -3.6%.

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