IWD ISHARES TR

Ownership history in Gainplan LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Gainplan 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
93.77% (2017 Q2)
Avg. % of fund
27.68%
First filed
2017 Q2
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 208,239 +78,042 +59.9% 16.41% $43.8M $210.34
2024 Q3 ADDED 130,197 +162 +0.1% 10.74% $22.7M $185.47
2024 Q2 REDUCED 130,035 -118,074 -47.6% 10.96% $22.7M $169.57
2024 Q1 REDUCED 248,109 -39,062 -13.6% 21.49% $44.4M $173.38
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWD price (monthly, adj. close)
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