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ZACKS INVESTMENT MANAGEMENT: IWD position timeline

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

ZACKS INVESTMENT MANAGEMENT held 81,486 IWD 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 81,486 shares
    Change vs previous 13F -6,095 shares

    0.14% of the 13F portfolio, value $19,754,763.

    13F-HR 0001172661-26-003391 filed by ZACKS INVESTMENT MANAGEMENT
    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 87,581 shares
    Change vs previous 13F -216,505 shares

    0.15% of the 13F portfolio, value $18,713,322.

    13F-HR 0001172661-26-001904 filed by ZACKS INVESTMENT MANAGEMENT
    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 304,086 shares
    Change vs previous 13F +233,109 shares

    0.5% of the 13F portfolio, value $63,961,618.

    13F-HR 0001172661-26-000942 filed by ZACKS INVESTMENT MANAGEMENT
    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 70,977 shares
    Change vs previous 13F -15,501 shares

    0.12% of the 13F portfolio, value $14,450,436.

    13F-HR 0001172661-25-005127 filed by ZACKS INVESTMENT MANAGEMENT
    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 86,478 shares
    Change vs previous 13F +21,219 shares

    0.14% of the 13F portfolio, value $16,796,628.

    13F-HR 0001172661-25-003061 filed by ZACKS INVESTMENT MANAGEMENT
    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 65,259 shares
    Change vs previous 13F -175,621 shares

    0.11% of the 13F portfolio, value $12,279,049.

    13F-HR 0001172661-25-001873 filed by ZACKS INVESTMENT MANAGEMENT
    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 240,880 shares
    Change vs previous 13F +193,038 shares

    0.41% of the 13F portfolio, value $44,594,200.

    13F-HR 0001172661-25-000838 filed by ZACKS INVESTMENT MANAGEMENT
    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 47,842 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $9,080,273.

    13F-HR 0001172661-24-004993 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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