IWD ISHARES TR

Ownership history in MYECFO, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which MYECFO, 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
1.11% (2023 Q4)
Avg. % of fund
0.89%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 8,315 -160 -1.9% 0.74% $1.7M $209.54
2025 Q3 REDUCED 8,475 -363 -4.1% 0.78% $1.7M $201.84
2025 Q2 REDUCED 8,838 -310 -3.4% 0.84% $1.7M $191.71
2025 Q1 UNCHANGED 9,148 0% 0.91% $1.7M $184.90
7 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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