IWD — ISHARES TR

Ownership history in Covenant Partners, LLC  ·  29 quarters on record

This page tracks every 13F SEC filing in which Covenant Partners, LLC 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
18.93% (2025 Q4)
Avg. % of fund
7.98%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 307,868 +19,323 +6.7% 18.93% $64.8M $210.34
2025 Q3 ADDED 288,545 +7,594 +2.7% 16.65% $58.7M $202.61
2025 Q2 ADDED 280,951 +7,178 +2.6% 16.29% $54.6M $192.44
2025 Q1 ADDED 273,773 +119,887 +77.9% 16.67% $51.5M $185.60
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% 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% 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% GLOBALT Investments LLC / GA 12.95%
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