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CAPTRUST FINANCIAL ADVISORS: IWV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 202,285 IWV 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 202,285 shares
    Change vs previous 13F +38,675 shares

    0.13% of the 13F portfolio, value $86,254,175.

    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 163,610 shares
    Change vs previous 13F -87,368 shares

    0.11% of the 13F portfolio, value $60,643,286.

    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 250,978 shares
    Change vs previous 13F +26,038 shares

    0.18% of the 13F portfolio, value $97,090,935.

    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 224,940 shares
    Change vs previous 13F -1,333 shares

    0.17% of the 13F portfolio, value $85,238,678.

    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 226,273 shares
    Change vs previous 13F -72,754 shares

    0.18% of the 13F portfolio, value $79,421,948.

    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 299,027 shares
    Change vs previous 13F +61,721 shares

    0.24% of the 13F portfolio, value $94,982,789.

    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 237,306 shares
    Change vs previous 13F -7,169 shares

    0.23% of the 13F portfolio, value $79,319,546.

    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 244,475 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $79,877,304.

    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).