SEC 13F Intelligence

Slatestone Wealth, LLC / IWD

Slatestone Wealth, LLC’s Ishares Tr Position

Does Slatestone Wealth, LLC own Ishares Tr (IWD)? Yes — 92.4K shares worth $20M (+1.63% of its 13F portfolio) as of Q1 2026, up from 89.9K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
92.4K
% of Portfolio
+1.63%
Quarters Held
28
currently held

Position History IWD

Reported value by quarter
Q1 ’19: $6MQ1 ’19Q2 ’19: $6MQ3 ’19: $5MQ4 ’19: $5MQ1 ’20: $3MQ1 ’20Q2 ’20: $4MQ3 ’20: $2MQ4 ’20: $3MQ1 ’21: $3MQ1 ’21Q2 ’21: $3MQ3 ’21: $2MQ4 ’21: $3MQ1 ’22: $3MQ1 ’22Q2 ’22: $4MQ3 ’22: $4MQ4 ’22: $5MQ2 ’23: $6MQ2 ’23Q3 ’23: $6MQ4 ’23: $7MQ1 ’24: $8MQ2 ’24: $8MQ2 ’24Q3 ’24: $9MQ4 ’24: $10MQ1 ’25: $13MQ2 ’25: $14MQ2 ’25Q3 ’25: $17MQ4 ’25: $19MQ1 ’26: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202692.4K$20M+1.63%
Q4 202589.9K$19M+1.58%
Q3 202584.7K$17M+1.49%
Q2 202574.3K$14M+1.35%
Q1 202567.9K$13M+1.28%
Q4 202456.3K$10M+1.02%
Q3 202448.4K$9M+0.83%
Q2 202444.5K$8M+0.84%
Q1 202443.4K$8M+0.78%
Q4 202342.2K$7M+0.91%
Q3 202341.6K$6M+0.92%
Q2 202338.5K$6M+1.22%
Q4 202231.4K$5M+1.15%
Q3 202228.0K$4M+1.01%
Q2 202226.9K$4M+1.00%
Q1 202220.3K$3M+0.75%
Q4 202115.4K$3M+0.55%
Q3 202115.4K$2M+0.55%
Q2 202117.5K$3M+0.64%
Q1 202118.9K$3M+0.71%
Q4 202019.1K$3M+0.65%
Q3 202019.6K$2M+0.50%
Q2 202032.5K$4M+0.82%
Q1 202035.1K$3M+0.99%
Q4 201938.5K$5M+1.20%
Q3 201942.0K$5M+1.57%
Q2 201944.6K$6M+1.60%
Q1 201948.7K$6M+1.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Slatestone Wealth, LLC’s full portfolio or all institutional holders of IWD.