EASTERN BANK IWD I SHARES MUT

Ownership history in EASTERN BANK  ·  56 quarters on record

AI Ownership Summary

EASTERN BANK reported I SHARES MUT (IWD) in 56 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.12% in 2026 Q2. The latest visible filing shows IWD at 0.12% 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 EASTERN BANK's position in I SHARES MUT, 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 Q2

IWD was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

How EASTERN BANK 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 Q2 ADDED 32,906 +656 +2.0% 0.12% $8.0M 2026-07-01 $243.88
2026 Q1 REDUCED 32,250 -1,262 -3.8% 0.12% $6.9M 2026-04-07 $216.00
2025 Q4 ADDED 33,512 +360 +1.1% 0.12% $7.0M 2026-01-14 $216.81
2025 Q3 ADDED 33,152 +594 +1.8% 0.12% $6.7M 2025-10-27 $205.07
2025 Q2 REDUCED 32,558 -441 -1.3% 0.12% $6.3M 2025-07-24 $195.13
2025 Q1 REDUCED 32,999 -349 -1.0% 0.12% $6.2M 2025-05-08 $181.31
2024 Q4 ADDED 33,348 +360 +1.1% 0.11% $6.2M 2025-01-13 $180.66
2024 Q3 ADDED 32,988 +24,189 +274.9% 0.11% $6.3M 2024-10-21 $186.23
2024 Q2 REDUCED 37.3% +9.4% 8,799 -5,234 -37.3% 0.06% $1.5M 2024-07-23 $173.79
2024 Q1 REDUCED 95.1% -2.8% 14,033 -269,541 -95.1% 0.10% $2.5M 2024-05-09 $169.80
46 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EASTERN BANK and IWD

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

How long has EASTERN BANK reported owning IWD?

EASTERN BANK reported IWD across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IWD position in EASTERN BANK's portfolio?

The largest reported portfolio weight for IWD was 0.12% in 2026 Q2.

What is the latest reported IWD position on this page?

The most recent filing on this page is 2026 Q2, when EASTERN BANK reported 32,906 shares, equal to 0.12% of portfolio, with an estimated market value of $8.0M.

What does the chart on this IWD ownership page compare?

The chart compares EASTERN BANK'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 EASTERN BANK time their IWD position?

Based on 13F filing dates vs. subsequent IWD price moves, EASTERN BANK correctly timed 12 out of 27 reported position changes (44%). The annualised alpha on IWD relative to SPY over the holding period was -2.2%.

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