Back to STRD
Independent Wealth Advisors LLC → STRD
Independent Wealth Advisors LLC STRD Position History
Strategy Inc • Financial Services
Quarters held
4
Latest value
$4.1M
Q3 2026
Peak value
$4.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.7M |
| Q1 2026 | $3.5M |
| Q2 2026 | $4.3M |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 73.4K | — | — |
| Q2 2026 | $4.3M | 77.3K | — | — |
| Q1 2026 | $3.5M | 75.3K | — | — |
| Q4 2025 | $3.7M | 75.3K | — | — |
Other funds holding STRD
$1.1B
$876.2M
$874.3M
$742.6M
$718.6M
$654.4M
$654.4M