WEALTH ENHANCEMENT ADVISORY SERVICES, LLC IDV — ISHARES TR

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  14 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported ISHARES TR (IDV) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows IDV at 0.02% 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 IDV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, 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 Q1

IDV was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

IDV stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held IDV — position size vs. price
% of Fund (quarterly)    IDV 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 Q1 ADDED — — — 211,702 +5,239 +2.5% 0.02% $9.1M 2026-04-08 $43.79
2025 Q4 ADDED — — — 206,463 +4,505 +2.2% 0.01% $8.2M 2026-01-08 $39.56
2025 Q3 ADDED — — — 201,958 +13,374 +7.1% 0.01% $7.3M 2025-10-29 $36.85
2025 Q2 REDUCED — — — 188,584 -4,906 -2.5% 0.01% $6.6M 2025-07-10 $34.10
2025 Q1 ADDED — — — 193,490 +87,384 +82.4% 0.01% $6.0M 2025-04-16 $29.20
2024 Q4 UNCHANGED — — — 106,106 — 0% 0.01% $3.2M 2025-01-10 $25.45
2024 Q3 REDUCED 6.2% -8.4% ✅ 106,106 -6,999 -6.2% 0.01% $3.2M 2024-10-24 $27.07
2024 Q2 REDUCED — — — 113,105 -4,784 -4.1% 0.01% $3.1M 2024-07-16 $26.30
2024 Q1 ADDED — — — 117,889 +2,757 +2.4% 0.01% $3.3M 2024-04-15 $24.38
2023 Q4 REDUCED — — — 115,132 -3,668 -3.1% 0.01% $3.2M 2024-01-30 $24.54
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IDV

As of 2026 Q1 — sorted by position size

URS Advisory LLC 6.23% Eagle Bluffs Wealth Management LLC 3Y 6.06% Johnson & White Wealth Management, LLC 3Y 4.92% Prota Financial, LLC 3.97% FORTE ASSET MANAGEMENT LLC 3Y 3.61% FUKOKU MUTUAL LIFE INSURANCE CO 3Y 7Y 3.43% Murphy, Middleton, Hinkle & Parker, Inc. 3Y 7Y 3.39% Sterling Wealth Advisors Inc 3.26% BFI Infinity Ltd. 2.56% Outlook Wealth Advisors, LLC 3Y 7Y 2.42%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and IDV

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

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning IDV?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported IDV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IDV position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for IDV was 0.02% in 2026 Q1.

What is the latest reported IDV position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 211,702 shares, equal to 0.02% of portfolio, with an estimated market value of $9.1M.

What does the chart on this IDV ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly IDV 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 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC time their IDV position?

Based on 13F filing dates vs. subsequent IDV price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 8 out of 12 reported position changes (67%). The annualised alpha on IDV relative to SPY over the holding period was +3.1%.

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