IDU β€” ISHARES TR

Ownership history in Rede Wealth, LLC  Β·  5 quarters on record

AI Ownership Summary

Rede Wealth, LLC reported ISHARES TR (IDU) in 5 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.09% in 2026 Q1. The latest visible filing shows IDU at 0.09% 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 IDU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rede Wealth, LLC'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
2026 Q1

IDU was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q1

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 2026 Q1

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.

How Rede Wealth, LLC held IDU β€” position size vs. price
% of Fund (quarterly)    IDU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 2,074 β€” 0% 0.09% $241K 2026-04-10 $118.54
2025 Q4 UNCHANGED 2,074 β€” 0% 0.08% $225K 2026-01-23 $107.93
2025 Q2 UNCHANGED 2,074 β€” 0% 0.08% $217K 2025-08-04 $109.32
2025 Q1 UNCHANGED 2,074 β€” 0% 0.07% $210K 2025-05-14 $99.29
2024 Q3 INITIATED 2,074 β€” β€” 0.08% $212K 2024-10-18 $100.05

FAQ About Rede Wealth, LLC and IDU

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

How long has Rede Wealth, LLC reported owning IDU?

Rede Wealth, LLC reported IDU across 5 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported IDU position in Rede Wealth, LLC's portfolio?

The largest reported portfolio weight for IDU was 0.09% in 2026 Q1.

What is the latest reported IDU position on this page?

The most recent filing on this page is 2026 Q1, when Rede Wealth, LLC reported 2,074 shares, equal to 0.09% of portfolio, with an estimated market value of $241K.

What does the chart on this IDU ownership page compare?

The chart compares Rede Wealth, LLC's quarterly IDU 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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