IWD IShares Russell 1000 Value Swap

Ownership history in Advisors Preferred, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which Advisors Preferred, LLC reported a position in IShares Russell 1000 Value Swap (IWD). 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
6.86% (2021 Q4)
Avg. % of fund
4.19%
First filed
2015 Q4
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 80,083 -6,660 -7.7% 2.77% $17.0M $209.54
2025 Q1 ADDED 86,743 +49,518 +133.0% 2.19% $16.3M $184.90
2023 Q3 REDUCED 37,225 -5,318 -12.5% 1.81% $5.6M $144.92
2022 Q4 REDUCED 42,543 -15,445 -26.6% 2.75% $6.4M $142.50
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWD price (monthly, adj. close)
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