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MV CAPITAL MANAGEMENT, INC.: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MV CAPITAL MANAGEMENT, INC. on IWD, newest first. How the timeline and the estimate are built.

MV CAPITAL MANAGEMENT, INC. held 332,274 IWD shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 332,274 shares
    Change vs previous 13F -8,656 shares

    7.14% of the 13F portfolio, value $80,553,239.

    13F-HR/A 0001633366-26-000008 filed by MV CAPITAL MANAGEMENT, INC.
    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 340,930 shares
    Change vs previous 13F -21,393 shares

    7.15% of the 13F portfolio, value $72,846,432.

    13F-HR 0001633366-26-000005 filed by MV CAPITAL MANAGEMENT, INC.
    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 362,323 shares
    Change vs previous 13F -2,716 shares

    7.32% of the 13F portfolio, value $76,211,058.

    13F-HR 0001633366-26-000003 filed by MV CAPITAL MANAGEMENT, INC.
    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 365,039 shares
    Change vs previous 13F -1,733 shares

    7.13% of the 13F portfolio, value $74,318,279.

    13F-HR 0001633366-26-000004 filed by MV CAPITAL MANAGEMENT, INC.
    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 366,772 shares
    Change vs previous 13F -17,423 shares

    7.33% of the 13F portfolio, value $71,238,171.

    13F-HR 0001633366-25-000006 filed by MV CAPITAL MANAGEMENT, INC.
    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 384,195 shares
    Change vs previous 13F +4,207 shares

    7.76% of the 13F portfolio, value $72,290,154.

    13F-HR 0001633366-25-000003 filed by MV CAPITAL MANAGEMENT, INC.
    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 379,988 shares
    Change vs previous 13F +4,148 shares

    7.51% of the 13F portfolio, value $70,347,186.

    13F-HR 0001633366-25-000001 filed by MV CAPITAL MANAGEMENT, INC.
    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 375,840 shares
    Change vs previous 13F not available

    7.57% of the 13F portfolio, value $71,334,410.

    13F-HR 0001633366-24-000007 filed by MV CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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