Wealthspan Partners, LLC / IWD
Wealthspan Partners, LLC’s Ishares Tr Position
Does Wealthspan Partners, LLC own Ishares Tr (IWD)? Yes — 18.6K shares worth $4M (+1.40% of its 13F portfolio) as of Q1 2026, down from 18.8K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
18.6K
% of Portfolio
+1.40%
Quarters Held
18
currently held
Position History IWD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 18.6K | $4M | +1.40% |
| Q4 2025 | 18.8K | $4M | +1.43% |
| Q3 2025 | 19.4K | $4M | +1.51% |
| Q2 2025 | 19.7K | $4M | +1.59% |
| Q1 2025 | 20.5K | $4M | +1.78% |
| Q4 2024 | 21.1K | $4M | +1.86% |
| Q3 2024 | 21.5K | $4M | +2.01% |
| Q2 2024 | 21.7K | $4M | +2.09% |
| Q1 2024 | 21.9K | $4M | +2.32% |
| Q4 2023 | 22.3K | $4M | +2.57% |
| Q3 2023 | 22.5K | $3M | +2.70% |
| Q2 2023 | 22.4K | $4M | +2.79% |
| Q1 2023 | 22.0K | $3M | +2.86% |
| Q4 2022 | 21.8K | $3M | +3.00% |
| Q3 2022 | 22.2K | $3M | +3.13% |
| Q2 2022 | 22.2K | $3M | +3.33% |
| Q1 2022 | 22.3K | $4M | +3.35% |
| Q4 2021 | 21.5K | $4M | +3.19% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthspan Partners, LLC’s full portfolio or all institutional holders of IWD.