IWD — ISHARES TR

Ownership history in Bond & Devick Financial Network, Inc.  ·  21 quarters on record

This page tracks every 13F SEC filing in which Bond & Devick Financial Network, Inc. reported a position in ISHARES TR (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
1.28% (2022 Q1)
Avg. % of fund
0.98%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 9,910 -365 -3.6% 0.59% $2.1M $209.54
2025 Q3 REDUCED 10,275 -317 -3.0% 0.63% $2.1M $201.84
2025 Q2 UNCHANGED 10,592 — 0% 0.68% $2.1M $191.71
2025 Q1 ADDED 10,592 +63 +0.6% 0.72% $2.0M $184.90
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWD price (monthly, adj. close)

Other funds also holding IWD

As of 2025 Q4 — sorted by position size

Pacific Life Fund Advisors LLC 3Y 22.61% LWM ADVISORS INC 21.73% Covenant Partners, LLC 3Y 7Y 18.93% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 18.57% Objectivity Squared, LLC 17.55% LANDAAS & CO /WI /ADV 3Y 7Y 16.9% Gainplan LLC 3Y 7Y 16.41% Cedar Mountain Advisors, LLC 3Y 16.33% Stairway Partners, LLC 3Y 7Y 14.41% Paulson Wealth Management Inc. 3Y 7Y 13.14%
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