SEC 13F Intelligence

Foster & Motley Inc / IWD

Foster & Motley Inc’s Ishares Tr Position

Does Foster & Motley Inc own Ishares Tr (IWD)? Yes — 47.7K shares worth $10M (+0.53% of its 13F portfolio) as of Q1 2026, up from 44.7K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
47.7K
% of Portfolio
+0.53%
Quarters Held
9
currently held

Position History IWD

Reported value by quarter
Q4 ’21: $207,000Q4 ’21Q1 ’22: $228,000Q3 ’24: $1MQ3 ’24Q4 ’24: $3MQ1 ’25: $5MQ1 ’25Q2 ’25: $7MQ3 ’25: $8MQ3 ’25Q4 ’25: $9MQ1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202647.7K$10M+0.53%
Q4 202544.7K$9M+0.50%
Q3 202540.6K$8M+0.45%
Q2 202536.7K$7M+0.41%
Q1 202527.0K$5M+0.32%
Q4 202416.1K$3M+0.19%
Q3 20247.2K$1M+0.09%
Q1 20221.4K$228,000+0.02%
Q4 20211.2K$207,000+0.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Foster & Motley Inc’s full portfolio or all institutional holders of IWD.