IWD — ISHARES TR

Ownership history in Echo Wealth Management, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which Echo Wealth Management, 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
1.57% (2020 Q4)
Avg. % of fund
0.73%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1,423 — 0% 0.17% $290K $201.84
2025 Q2 REDUCED 1,423 -5 -0.4% 0.17% $276K $191.71
2025 Q1 REDUCED 1,428 -7 -0.5% 0.18% $269K $184.90
2024 Q4 UNCHANGED 1,435 — 0% 0.18% $266K $181.15
16 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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