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Mill Creek Capital Advisors, LLC: IWV position timeline

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

Mill Creek Capital Advisors, LLC held 130,652 IWV shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 130,652 shares
    Change vs previous 13F +1,938 shares

    0.99% of the 13F portfolio, value $48,429,931.

    13F-HR 0001964962-26-000003 filed by Mill Creek Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 128,714 shares
    Change vs previous 13F -634 shares

    1.01% of the 13F portfolio, value $49,793,076.

    13F-HR 0001964962-26-000002 filed by Mill Creek Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 129,348 shares
    Change vs previous 13F -954 shares

    1.01% of the 13F portfolio, value $49,015,154.

    13F-HR 0001964962-25-000005 filed by Mill Creek Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 130,302 shares
    Change vs previous 13F +7 shares

    1.01% of the 13F portfolio, value $45,736,069.

    13F-HR 0001085146-25-004777 filed by Mill Creek Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 130,295 shares
    Change vs previous 13F +2,364 shares

    1% of the 13F portfolio, value $41,386,995.

    13F-HR 0001135428-25-000019 filed by Mill Creek Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 127,931 shares
    Change vs previous 13F +1,480 shares

    1.03% of the 13F portfolio, value $42,760,916.

    13F-HR 0001135428-25-000002 filed by Mill Creek Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 126,451 shares
    Change vs previous 13F +10 shares

    1% of the 13F portfolio, value $41,315,224.

    13F-HR 0001135428-24-000279 filed by Mill Creek Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 126,441 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $39,028,465.

    13F-HR 0001135428-24-000058 filed by Mill Creek Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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