Investors Research Corp RWX SPDR INDEX SHS FDS

Ownership history in Investors Research Corp  ·  25 quarters on record

AI Ownership Summary

Investors Research Corp reported SPDR INDEX SHS FDS (RWX) in 25 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.14% in 2023 Q4. The latest visible filing shows RWX at 0.09% 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 RWX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Investors Research Corp's position in SPDR INDEX SHS FDS, 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

RWX was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2023 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.

How Investors Research Corp held RWX — position size vs. price
% of Fund (quarterly)    RWX 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 REDUCED 17,903 -1,134 -6.0% 0.09% $477K 2026-05-15 (Est.) $27.16
2025 Q4 REDUCED 19,037 -204 -1.1% 0.10% $533K 2026-01-06 $28.04
2025 Q3 REDUCED 8.4% +1.9% 19,241 -1,757 -8.4% 0.10% $535K 2025-10-02 $27.21
2025 Q2 REDUCED 20,998 -58 -0.3% 0.11% $575K 2025-07-07 $26.38
2025 Q1 UNCHANGED 21,056 0% 0.11% $515K 2025-04-08 $22.22
2024 Q4 REDUCED 21,056 -35 -0.2% 0.11% $485K 2025-02-07 $22.90
2024 Q3 UNCHANGED 21,091 0% 0.13% $581K 2024-11-12 $23.09
2024 Q2 REDUCED 21,091 -56 -0.3% 0.12% $506K 2024-07-31 $23.95
2024 Q1 REDUCED 21,147 -308 -1.4% 0.13% $552K 2024-05-06 $23.84
2023 Q4 UNCHANGED 21,455 0% 0.14% $586K 2024-01-30 $23.75
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Investors Research Corp and RWX

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

How long has Investors Research Corp reported owning RWX?

Investors Research Corp reported RWX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RWX position in Investors Research Corp's portfolio?

The largest reported portfolio weight for RWX was 0.14% in 2023 Q4.

What is the latest reported RWX position on this page?

The most recent filing on this page is 2026 Q1, when Investors Research Corp reported 17,903 shares, equal to 0.09% of portfolio, with an estimated market value of $477K.

What does the chart on this RWX ownership page compare?

The chart compares Investors Research Corp's quarterly RWX 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 Investors Research Corp time their RWX position?

Based on 13F filing dates vs. subsequent RWX price moves, Investors Research Corp correctly timed 10 out of 18 reported position changes (56%). The annualised alpha on RWX relative to SPY over the holding period was -12.5%.

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