S.E.E.D. Planning Group LLC IWD — ISHARES TR

Ownership history in S.E.E.D. Planning Group LLC  ·  26 quarters on record

AI Ownership Summary

S.E.E.D. Planning Group LLC reported ISHARES TR (IWD) in 26 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.19% in 2026 Q3. The latest visible filing shows IWD at 0.19% 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 S.E.E.D. Planning Group 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 Q3

IWD was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2026 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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 S.E.E.D. Planning Group LLC fund profile S.E.E.D. Planning Group LLC full holdings
How S.E.E.D. Planning Group LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 3,186 +1,537 +93.2% 0.19% $790K 2026-10-07 $251.15
2026 Q2 UNCHANGED — — — 1,649 — 0% 0.11% $400K 2026-08-04 $255.70
2026 Q1 UNCHANGED — — — 1,649 — 0% 0.10% $352K 2026-04-23 $225.95
2025 Q4 UNCHANGED — — — 1,649 — 0% 0.10% $347K 2026-01-09 $215.30
2025 Q3 UNCHANGED — — — 1,649 — 0% 0.10% $336K 2025-10-14 $200.01
2025 Q2 UNCHANGED — — — 1,649 — 0% 0.10% $320K 2025-07-08 $191.87
2025 Q1 UNCHANGED — — — 1,649 — 0% 0.10% $310K 2025-04-08 $162.82
2024 Q4 UNCHANGED — — — 1,649 — 0% 0.10% $305K 2025-01-14 $181.56
2024 Q3 UNCHANGED — — — 1,649 — 0% 0.10% $313K 2024-10-15 $185.53
2024 Q2 UNCHANGED — — — 1,649 — 0% 0.10% $288K 2024-07-18 $174.10
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWD

As of 2026 Q3 — sorted by position size

LBJ Family Wealth Advisors, Ltd. 3Y 7Y 19.7% Stairway Partners, LLC 3Y 7Y 15.43% PFW Advisors LLC 3Y 7.8% Paladin Partners, LLC 7.8% Montecito Bank & Trust 3Y 7Y 1.74% FC Advisory LLC 3Y 7Y 1.24% CANANDAIGUA NATIONAL BANK & TRUST CO 3Y 7Y 1.03% JP Wealth Management, Inc. 0.82% Roxbury Financial LLC 0.71% Venture Visionary Partners LLC 3Y 0.69%

FAQ About S.E.E.D. Planning Group LLC and IWD

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

How long has S.E.E.D. Planning Group LLC reported owning IWD?

S.E.E.D. Planning Group LLC reported IWD across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported IWD position in S.E.E.D. Planning Group LLC's portfolio?

The largest reported portfolio weight for IWD was 0.19% in 2026 Q3.

What is the latest reported IWD position on this page?

The most recent filing on this page is 2026 Q3, when S.E.E.D. Planning Group LLC reported 3,186 shares, equal to 0.19% of portfolio, with an estimated market value of $790K.

What does the chart on this IWD ownership page compare?

The chart compares S.E.E.D. Planning Group LLC'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 S.E.E.D. Planning Group LLC time their IWD position?

Based on 13F filing dates vs. subsequent IWD price moves, S.E.E.D. Planning Group LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on IWD relative to SPY over the holding period was +124.9%.

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