140 Summer Partners LP IWM β€” ISHARES TR

Ownership history in 140 Summer Partners LP  Β·  3 quarters on record

AI Ownership Summary

140 Summer Partners LP reported ISHARES TR (IWM) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 16.73% in 2026 Q1. The latest visible filing shows IWM at 16.73% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 140 Summer Partners LP's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IWM was reported at 16.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.73% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 140 Summer Partners LP held IWM β€” position size vs. price
% of Fund (quarterly)    IWM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 1,104,000 +258,000 +30.5% 16.73% $273.8M 2026-05-14 $284.45
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About 140 Summer Partners LP and IWM

These are the practical questions this page is built to answer before you even open the full history table.

How long has 140 Summer Partners LP reported owning IWM?

140 Summer Partners LP reported IWM across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported IWM position in 140 Summer Partners LP's portfolio?

The largest reported portfolio weight for IWM was 16.73% in 2026 Q1.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2026 Q1, when 140 Summer Partners LP reported 1,104,000 shares, equal to 16.73% of portfolio, with an estimated market value of $273.8M.

What does the chart on this IWM ownership page compare?

The chart compares 140 Summer Partners LP's quarterly IWM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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