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Disclosery

Fund Evaluation Group, LLC: IWV position timeline

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

Fund Evaluation Group, LLC held 42,134 IWV 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 42,134 shares
    Change vs previous 13F -385 shares

    0.49% of the 13F portfolio, value $17,965,938.

    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 42,519 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $15,760,943.

    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 42,519 shares
    Change vs previous 13F -1,010 shares

    0.54% of the 13F portfolio, value $16,448,475.

    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 43,529 shares
    Change vs previous 13F +38 shares

    0.6% of the 13F portfolio, value $16,494,786.

    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 43,491 shares
    Change vs previous 13F +6,305 shares

    0.59% of the 13F portfolio, value $15,265,310.

    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 37,186 shares
    Change vs previous 13F +9 shares

    0.51% of the 13F portfolio, value $11,811,656.

    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).

  7. period ended2024-12-31
    13F 37,177 shares
    Change vs previous 13F +11 shares

    0.58% of the 13F portfolio, value $12,426,344.

    13F-HR 0001420506-25-000306 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).

  8. period ended2024-09-30
    13F 37,166 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $12,143,000.

    13F-HR 0001356249-24-000008 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).