Ownership history in W ADVISORS, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which W ADVISORS, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 22,199 | +2,254 | +11.3% | 2.35% | $4.7M | $209.54 |
| 2025 Q3 | REDUCED | 19,945 | -1,959 | -8.9% | 2.14% | $4.1M | $201.84 |
| 2025 Q2 | ADDED | 21,904 | +9,200 | +72.4% | 2.44% | $4.3M | $191.71 |
| 2025 Q1 | REDUCED | 12,704 | -3,166 | -19.9% | 1.50% | $2.4M | $184.90 |
| 2024 Q4 | ADDED | 15,870 | +2,627 | +19.8% | 1.82% | $2.9M | $181.15 |
| 2024 Q3 | REDUCED | 13,243 | -102 | -0.8% | 1.55% | $2.5M | $184.76 |
| 2024 Q2 | ADDED | 13,345 | +179 | +1.4% | 1.53% | $2.3M | $168.92 |
| 2024 Q1 | REDUCED | 13,166 | -171 | -1.3% | 1.62% | $2.4M | $172.73 |
| 2023 Q4 | REDUCED | 13,337 | -453 | -3.3% | 1.63% | $2.2M | $158.67 |
| 2023 Q3 | ADDED | 13,790 | +195 | +1.4% | 1.72% | $2.1M | $144.92 |
As of 2025 Q4 — sorted by position size