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
2024 Q4 ADDED 327,433 +3,616 +1.1% 3.91% $60.6M $181.15
2024 Q3 ADDED 323,817 +12,870 +4.1% 5.41% $61.5M $184.76
2024 Q2 ADDED 310,947 +9,485 +3.1% 5.31% $54.3M $168.92
2024 Q1 ADDED 301,462 +6,060 +2.1% 5.90% $54.0M $172.73
2023 Q4 ADDED 295,402 +8,621 +3.0% 5.99% $48.8M $158.67
2023 Q3 ADDED 286,781 +17,048 +6.3% 6.02% $43.8M $144.92
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWD price (monthly, adj. close)
← Back to StoneX Group Inc. Holdings