IWD — ISHARES TR

Ownership history in StoneX Group Inc.  ·  23 quarters on record

This page tracks every 13F SEC filing in which StoneX Group Inc. 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
6.02% (2023 Q3)
Avg. % of fund
2.63%
First filed
2017 Q3
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 357,505 +5,808 +1.7% 3.26% $75.2M $209.54
2025 Q3 ADDED 351,697 +9,469 +2.8% 3.12% $71.6M $201.84
2025 Q2 ADDED 342,228 +8,547 +2.6% 3.23% $66.5M $191.71
2025 Q1 ADDED 333,681 +6,248 +1.9% 3.98% $62.8M $184.90
19 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% 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%
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