IWM β€” ISHARES TR

Ownership history in Appian Way Asset Management LP  Β·  4 quarters on record

This page tracks every 13F SEC filing in which Appian Way Asset Management LP reported a position in ISHARES TR (IWM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
14.31% (2025 Q3)
πŸ“Š Avg. % of fund
7.82%
πŸ“… First filed
2020 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
4

Position Intelligence

Appian Way Asset Management LP Γ— IWM AI Analytics

πŸ“ˆ Appian Way Asset Management LP outperformed the S&P 500 by +3.2% annually on this IWM position. Timing score: 100% (3/3 decisions correct). Average cost basis: $232.99. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+3.2%
annualised excess return

βœ… Outperformed SPY on this position by 3.2% ann.
2 quarters analyzed

⏱️ Timing Score
100%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
3 of 3 add/trim decisions correct

πŸ’° Entry Quality
$232.99
+5.5% vs current ($245.72)

Best entry: $133.48 (2020 Q2)  Β·  Worst: $240.72 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

3 adds Β· 0 trims. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Appian Way Asset Management LP has been actively increasing its IWM allocation β€” a bullish signal from insiders.
Currently 14.31% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    IWM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 330,000 β€” 0% 14.31% $79.8M $245.72
2025 Q3 ADDED 330,000 +272,500 +473.9% 14.31% $79.8M $240.72
2025 Q1 ADDED 57,500 +56,600 +6288.9% 2.57% $11.5M $197.36
2020 Q2 INITIATED 900 β€” β€” 0.07% $129K $133.48
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