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Disclosery

Fund Evaluation Group, LLC: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fund Evaluation Group, LLC on IWD, newest first. How the timeline and the estimate are built.

Fund Evaluation Group, LLC held 94,280 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,280 shares
    Change vs previous 13F +484 shares

    0.62% of the 13F portfolio, value $22,856,191.

    13F-HR 0001420506-26-001466 filed by Fund Evaluation Group, LLC
    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 93,796 shares
    Change vs previous 13F +6,440 shares

    0.62% of the 13F portfolio, value $20,041,391.

    13F-HR 0001420506-26-000854 filed by Fund Evaluation Group, LLC
    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 87,356 shares
    Change vs previous 13F +8,352 shares

    0.61% of the 13F portfolio, value $18,374,461.

    13F-HR 0001420506-26-000294 filed by Fund Evaluation Group, LLC
    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 79,004 shares
    Change vs previous 13F -23,935 shares

    0.58% of the 13F portfolio, value $16,084,424.

    13F-HR 0001420506-25-003080 filed by Fund Evaluation Group, LLC
    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 102,939 shares
    Change vs previous 13F +79,954 shares

    0.77% of the 13F portfolio, value $19,993,842.

    13F-HR 0001420506-25-001768 filed by Fund Evaluation Group, LLC
    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 22,985 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,324,858.

    13F-HR 0001420506-25-000826 filed by Fund Evaluation Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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