IWD — ISHARES TR -RUSSELL COM

Ownership history in Prospera Financial Services Inc  ·  42 quarters on record

AI Ownership Summary

Prospera Financial Services Inc reported ISHARES TR -RUSSELL COM (IWD) in 42 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.77% in 2025 Q1. The latest visible filing shows IWD at 0.64% 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 IWD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prospera Financial Services Inc's position in ISHARES TR -RUSSELL COM, 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 0.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.77% in 2025 Q1

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

Time in book
Holding Window
2023 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 Prospera Financial Services Inc fund profile Prospera Financial Services Inc full holdings
How Prospera Financial Services Inc held IWD — position size vs. price
% of Fund (quarterly)    IWD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 184,865 +154,423 +507.3% 0.64% $38.9M 2026-02-14 (Est.) $222.86
2025 Q3 REDUCED 30,442 -1,355 -4.3% 0.11% $6.2M 2025-11-06 $201.36
2025 Q2 REDUCED 31,797 -146,876 -82.2% 0.12% $6.2M 2025-08-06 $192.12
2025 Q1 ADDED 178,673 +151,538 +558.5% 0.77% $33.6M 2025-05-15 $185.98
2024 Q4 REDUCED 27,135 -3,015 -10.0% 0.12% $5.0M 2025-02-13 $190.47
2024 Q3 REDUCED 30,150 -3,076 -9.3% 0.15% $5.7M 2024-11-07 $189.18
2024 Q2 REDUCED 33,226 -19,259 -36.7% 0.16% $5.8M 2024-08-13 $173.20
2023 Q4 ADDED 52,485 +18,991 +56.7% 0.29% $8.7M 2024-02-14 $160.22
2023 Q3 ADDED 33,494 +5,206 +18.4% 0.20% $5.1M 2023-11-13 $143.41
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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%

FAQ About Prospera Financial Services Inc and IWD

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

How long has Prospera Financial Services Inc reported owning IWD?

Prospera Financial Services Inc reported IWD across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IWD position in Prospera Financial Services Inc's portfolio?

The largest reported portfolio weight for IWD was 0.77% in 2025 Q1.

What is the latest reported IWD position on this page?

The most recent filing on this page is 2025 Q4, when Prospera Financial Services Inc reported 184,865 shares, equal to 0.64% of portfolio, with an estimated market value of $38.9M.

What does the chart on this IWD ownership page compare?

The chart compares Prospera Financial Services Inc'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.

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