IWD — ISHARES TR

Ownership history in Objectivity Squared, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Objectivity Squared, 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
18.0% (2025 Q2)
Avg. % of fund
11.83%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 149,193 +2,674 +1.8% 17.55% $31.4M $209.54
2025 Q3 ADDED 146,519 +11,754 +8.7% 17.80% $29.8M $201.84
2025 Q2 ADDED 134,765 +54,528 +68.0% 18.00% $26.2M $191.71
2025 Q1 ADDED 80,237 +4,653 +6.2% 11.84% $14.1M $184.90
5 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% 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% GLOBALT Investments LLC / GA 12.95%
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