IWD — ISHARES TR

Ownership history in Towerpoint Wealth, LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which Towerpoint Wealth, LLC 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
10.0% (2017 Q4)
Avg. % of fund
3.0%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 29,020 +381 +1.3% 2.42% $6.1M $209.54
2025 Q3 REDUCED 28,639 -378 -1.3% 2.39% $5.8M $201.84
2025 Q2 ADDED 29,017 +1,043 +3.7% 2.50% $5.6M $191.71
2025 Q1 REDUCED 27,974 -2,090 -7.0% 2.61% $5.3M $184.90
29 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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