EIGHT 31 FINANCIAL, LLC IWD — ISHARES TR

Ownership history in EIGHT 31 FINANCIAL, LLC  ·  10 quarters on record

AI Ownership Summary

EIGHT 31 FINANCIAL, LLC reported ISHARES TR (IWD) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.57% in 2024 Q4. The latest visible filing shows IWD at 0.53% 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.

What this IWD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EIGHT 31 FINANCIAL, LLC's position in ISHARES TR, 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 Q1

IWD was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

IWD stock page EIGHT 31 FINANCIAL, LLC fund profile EIGHT 31 FINANCIAL, LLC full holdings
How EIGHT 31 FINANCIAL, LLC 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 Q1 UNCHANGED — — — 4,077 — 0% 0.53% $871K 2026-05-15 $232.18
2025 Q4 ADDED — — — 4,077 +13 +0.3% 0.47% $858K 2026-02-12 $221.37
2025 Q3 UNCHANGED — — — 4,064 — 0% 0.47% $827K 2025-11-13 $203.71
2025 Q2 UNCHANGED — — — 4,064 — 0% 0.52% $789K 2025-08-14 $196.08
2025 Q1 UNCHANGED — — — 4,064 — 0% 0.49% $765K 2025-05-15 $185.98
2024 Q4 ADDED — — — 4,064 +380 +10.3% 0.57% $752K 2025-02-14 $190.29
2024 Q3 ADDED — — — 3,684 +844 +29.7% 0.54% $699K 2024-11-14 $188.68
2024 Q2 REDUCED — — — 2,840 -109 -3.7% 0.38% $495K 2024-08-14 $173.86
2024 Q1 ADDED — — — 2,949 +30 +1.0% 0.33% $528K 2024-05-15 $172.39
2023 Q4 INITIATED — — — 2,919 — — 0.30% $482K 2024-02-14 $160.22

🏢 Other funds also holding IWD

As of 2026 Q1 — sorted by position size

LWM ADVISORS INC 23.22% Pacific Life Fund Advisors LLC 3Y 19.72% Objectivity Squared, LLC 19.35% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 19.27% Covenant Partners, LLC 3Y 7Y 18.93% Wind River Trust Co 3Y 18.65% LANDAAS & CO /WI /ADV 3Y 7Y 17.51% Cedar Mountain Advisors, LLC 3Y 16.51% NESTEGG ADVISORS, INC. 14.88% Stairway Partners, LLC 3Y 7Y 14.74%

FAQ About EIGHT 31 FINANCIAL, LLC and IWD

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

How long has EIGHT 31 FINANCIAL, LLC reported owning IWD?

EIGHT 31 FINANCIAL, LLC reported IWD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IWD position in EIGHT 31 FINANCIAL, LLC's portfolio?

The largest reported portfolio weight for IWD was 0.57% in 2024 Q4.

What is the latest reported IWD position on this page?

The most recent filing on this page is 2026 Q1, when EIGHT 31 FINANCIAL, LLC reported 4,077 shares, equal to 0.53% of portfolio, with an estimated market value of $871K.

What does the chart on this IWD ownership page compare?

The chart compares EIGHT 31 FINANCIAL, LLC'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 EIGHT 31 FINANCIAL, LLC time their IWD position?

Based on 13F filing dates vs. subsequent IWD price moves, EIGHT 31 FINANCIAL, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on IWD relative to SPY over the holding period was +11.0%.

← Back to EIGHT 31 FINANCIAL, LLC Holdings