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CAPTRUST FINANCIAL ADVISORS: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on IWD, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 461,550 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 461,550 shares
    Change vs previous 13F +25,906 shares

    0.17% of the 13F portfolio, value $111,893,486.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 435,644 shares
    Change vs previous 13F +21,332 shares

    0.16% of the 13F portfolio, value $93,078,686.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 414,312 shares
    Change vs previous 13F -6,226 shares

    0.17% of the 13F portfolio, value $87,146,302.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 420,538 shares
    Change vs previous 13F -6,817 shares

    0.17% of the 13F portfolio, value $85,617,420.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 427,355 shares
    Change vs previous 13F +58,986 shares

    0.19% of the 13F portfolio, value $83,005,241.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 368,369 shares
    Change vs previous 13F -1,936 shares

    0.17% of the 13F portfolio, value $69,312,300.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 370,305 shares
    Change vs previous 13F -1,284 shares

    0.2% of the 13F portfolio, value $68,554,591.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 371,589 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $70,527,660.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).