W ADVISORS, LLC IWD — ISHARES TR

Ownership history in W ADVISORS, LLC  ·  15 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported ISHARES TR (IWD) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.44% in 2025 Q2. The latest visible filing shows IWD at 2.03% 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 W ADVISORS, 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 Q1

IWD was reported at 2.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.44% in 2025 Q2

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 W ADVISORS, LLC fund profile W ADVISORS, LLC full holdings
How W ADVISORS, LLC 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 REDUCED — — — 18,550 -3,649 -16.4% 2.03% $4.0M 2026-04-29 $227.07
2025 Q4 ADDED — — — 22,199 +2,254 +11.3% 2.35% $4.7M 2026-02-13 $222.86
2025 Q3 REDUCED 8.9% +4.7% ❌ 19,945 -1,959 -8.9% 2.14% $4.1M 2025-11-14 $203.03
2025 Q2 ADDED — — — 21,904 +9,200 +72.4% 2.44% $4.3M 2025-08-07 $192.14
2025 Q1 REDUCED 19.9% +3.7% ❌ 12,704 -3,166 -19.9% 1.50% $2.4M 2025-05-13 $185.35
2024 Q4 ADDED — — — 15,870 +2,627 +19.8% 1.82% $2.9M 2025-01-22 $188.50
2024 Q3 REDUCED — — — 13,243 -102 -0.8% 1.55% $2.5M 2024-10-28 $185.35
2024 Q2 ADDED — — — 13,345 +179 +1.4% 1.53% $2.3M 2024-08-06 $169.95
2024 Q1 REDUCED — — — 13,166 -171 -1.3% 1.62% $2.4M 2024-04-25 $167.03
2023 Q4 REDUCED — — — 13,337 -453 -3.3% 1.63% $2.2M 2024-02-06 $159.58
5 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% 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% Sylvest Advisors, LLC 13.89%

FAQ About W ADVISORS, 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 W ADVISORS, LLC reported owning IWD?

W ADVISORS, LLC reported IWD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IWD position in W ADVISORS, LLC's portfolio?

The largest reported portfolio weight for IWD was 2.44% in 2025 Q2.

What is the latest reported IWD position on this page?

The most recent filing on this page is 2026 Q1, when W ADVISORS, LLC reported 18,550 shares, equal to 2.03% of portfolio, with an estimated market value of $4.0M.

What does the chart on this IWD ownership page compare?

The chart compares W ADVISORS, 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.

How well did W ADVISORS, LLC time their IWD position?

Based on 13F filing dates vs. subsequent IWD price moves, W ADVISORS, LLC correctly timed 7 out of 14 reported position changes (50%). The annualised alpha on IWD relative to SPY over the holding period was -3.9%.

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