{"success":true,"meta":{"generated_at":"2026-08-29T13:45:40.223Z","source":"SEC EDGAR 13F","license":"https://www.sec.gov/about/website-policies"},"data":{"ticker":"IWO","cusip":"464287648","company_name":"ISHARES TR","url":"https://superinvestorclub.com/stock/IWO","markdown_url":"https://superinvestorclub.com/stock/IWO/llm.txt","num_owners":3,"total_value":2145112,"total_shares":"038421040563","owners":[{"manager_id":97,"manager_name":"FPA Queens Road","fund_name":"Bragg Financial Advisors","shares":"3842","value":1513595,"pct_of_portfolio":0.04050460426972727,"period_of_report":"2026-06-30","security_type":"SH","manager_url":"https://superinvestorclub.com/manager/97"},{"manager_id":92,"manager_name":"Mairs & Power","fund_name":"Mairs & Power","shares":"1040","value":409718,"pct_of_portfolio":0.0037588850349370784,"period_of_report":"2026-06-30","security_type":"SH","manager_url":"https://superinvestorclub.com/manager/92"},{"manager_id":3283,"manager_name":"Wally Obermeyer","fund_name":"Obermeyer Wealth Partners","shares":"563","value":221799,"pct_of_portfolio":0.009073212661477129,"period_of_report":"2026-06-30","security_type":"SH","manager_url":"https://superinvestorclub.com/manager/3283"}],"history":[{"period_of_report":"2024-09-30","total_value":203628,"total_shares":"0717","num_owners":1,"managers":[{"manager_id":92,"manager_name":"Mairs & Power","shares":"717","value":203628,"change_type":"UNCHANGED"}]},{"period_of_report":"2024-12-31","total_value":1118757,"total_shares":"03887","num_owners":1,"managers":[{"manager_id":97,"manager_name":"FPA Queens Road","shares":"3887","value":1118757,"change_type":"NEW"},{"manager_id":92,"manager_name":"Mairs & Power","shares":0,"value":0,"change_type":"SOLD"}]},{"period_of_report":"2025-03-31","total_value":1375854,"total_shares":"038561528","num_owners":2,"managers":[{"manager_id":97,"manager_name":"FPA Queens Road","shares":"3856","value":985324,"change_type":"REDUCED"},{"manager_id":271,"manager_name":"Polen Capital","shares":"1528","value":390530,"change_type":"NEW"}]},{"period_of_report":"2025-06-30","total_value":1110852,"total_shares":"03886","num_owners":1,"managers":[{"manager_id":97,"manager_name":"FPA Queens Road","shares":"3886","value":1110852,"change_type":"INCREASED"},{"manager_id":271,"manager_name":"Polen Capital","shares":0,"value":0,"change_type":"SOLD"}]},{"period_of_report":"2025-09-30","total_value":1439221,"total_shares":"03856641","num_owners":2,"managers":[{"manager_id":97,"manager_name":"FPA Queens Road","shares":"3856","value":1234075,"change_type":"REDUCED"},{"manager_id":3283,"manager_name":"Wally Obermeyer","shares":"641","value":205146,"change_type":"NEW"}]},{"period_of_report":"2025-12-31","total_value":1445147,"total_shares":"03833641","num_owners":2,"managers":[{"manager_id":97,"manager_name":"FPA Queens Road","shares":"3833","value":1238098,"change_type":"REDUCED"},{"manager_id":3283,"manager_name":"Wally Obermeyer","shares":"641","value":207049,"change_type":"UNCHANGED"}]},{"period_of_report":"2026-03-31","total_value":1406811,"total_shares":"03842641","num_owners":2,"managers":[{"manager_id":97,"manager_name":"FPA Queens Road","shares":"3842","value":1205659,"change_type":"INCREASED"},{"manager_id":3283,"manager_name":"Wally Obermeyer","shares":"641","value":201152,"change_type":"UNCHANGED"}]},{"period_of_report":"2026-06-30","total_value":2145112,"total_shares":"038421040563","num_owners":3,"managers":[{"manager_id":97,"manager_name":"FPA Queens Road","shares":"3842","value":1513595,"change_type":"UNCHANGED"},{"manager_id":92,"manager_name":"Mairs & Power","shares":"1040","value":409718,"change_type":"NEW"},{"manager_id":3283,"manager_name":"Wally Obermeyer","shares":"563","value":221799,"change_type":"REDUCED"}]}]}}