MJP ASSOCIATES INC /ADV IWD — ISHARES TR

Ownership history in MJP ASSOCIATES INC /ADV  ·  5 quarters on record

AI Ownership Summary

MJP ASSOCIATES INC /ADV reported ISHARES TR (IWD) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 5.24% in 2025 Q2. The latest visible filing shows IWD at 0.05% 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 MJP ASSOCIATES INC /ADV'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
2025 Q4

IWD was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.24% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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 MJP ASSOCIATES INC /ADV fund profile MJP ASSOCIATES INC /ADV full holdings
How MJP ASSOCIATES INC /ADV 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 98.9% +2.0% ❌ 1,854 -174,307 -98.9% 0.05% $390K 2026-02-14 (Est.) $222.86
2025 Q3 REDUCED — — — 176,161 -5,736 -3.2% 4.72% $35.9M 2025-11-07 $202.67
2025 Q2 ADDED — — — 181,897 +180,353 +11680.9% 5.24% $35.3M 2025-08-08 $193.12
2024 Q4 ADDED — — — 1,544 +8 +0.5% 0.05% $286K 2025-02-14 $190.29
2024 Q3 INITIATED — — — 1,536 — — 0.06% $292K 2024-11-12 $189.81

🏢 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% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 19.27% 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% Sylvest Advisors, LLC 13.89% Ryan Investment Management, Inc. 13.56% Marquette Asset Management, LLC 3Y 7Y 12.57%

FAQ About MJP ASSOCIATES INC /ADV and IWD

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

How long has MJP ASSOCIATES INC /ADV reported owning IWD?

MJP ASSOCIATES INC /ADV reported IWD across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported IWD position in MJP ASSOCIATES INC /ADV's portfolio?

The largest reported portfolio weight for IWD was 5.24% in 2025 Q2.

What is the latest reported IWD position on this page?

The most recent filing on this page is 2025 Q4, when MJP ASSOCIATES INC /ADV reported 1,854 shares, equal to 0.05% of portfolio, with an estimated market value of $390K.

What does the chart on this IWD ownership page compare?

The chart compares MJP ASSOCIATES INC /ADV'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 MJP ASSOCIATES INC /ADV time their IWD position?

Based on 13F filing dates vs. subsequent IWD price moves, MJP ASSOCIATES INC /ADV correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on IWD relative to SPY over the holding period was +1.0%.

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