IWD — ISHARES TR

Ownership history in LEVEL FOUR ADVISORY SERVICES, LLC  ·  36 quarters on record

This page tracks every 13F SEC filing in which LEVEL FOUR ADVISORY SERVICES, 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
3.81% (2016 Q4)
Avg. % of fund
0.54%
First filed
2016 Q4
Last filed
2025 Q4
Quarters held
36
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 88,901 +77,146 +656.3% 0.61% $18.7M $209.54
2025 Q3 ADDED 11,755 +4,011 +51.8% 0.08% $2.4M $201.84
2025 Q2 REDUCED 7,744 -32,950 -81.0% 0.06% $1.5M $191.71
2025 Q1 REDUCED 40,694 -84,594 -67.5% 0.31% $7.7M $184.90
32 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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