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CAPTRUST FINANCIAL ADVISORS: IWF position timeline

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

CAPTRUST FINANCIAL ADVISORS held 2,115,746 IWF 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 2,115,746 shares
    Change vs previous 13F +1,637,800 shares

    0.4% of the 13F portfolio, value $262,712,211.

    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 477,946 shares
    Change vs previous 13F +11,460 shares

    0.36% of the 13F portfolio, value $203,781,399.

    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 466,486 shares
    Change vs previous 13F -220 shares

    0.42% of the 13F portfolio, value $220,787,730.

    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 466,706 shares
    Change vs previous 13F -9,455 shares

    0.45% of the 13F portfolio, value $218,609,809.

    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 476,161 shares
    Change vs previous 13F +42,275 shares

    0.45% of the 13F portfolio, value $202,168,277.

    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 433,886 shares
    Change vs previous 13F +5,603 shares

    0.39% of the 13F portfolio, value $156,671,972.

    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 428,283 shares
    Change vs previous 13F -12,560 shares

    0.49% of the 13F portfolio, value $171,989,839.

    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 440,843 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $165,483,661.

    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).