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.
π 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: β0.0%.
β
Outperformed SPY on this position by 3.2% ann.
2 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 3 add/trim decisions correct
Best entry: $133.48 (2020 Q2) Β· Worst: $240.72 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 0 trims. π Consistently bullish β fund kept accumulating this position.
π Appian Way Asset Management LP has been actively increasing its IWM allocation β a bullish signal from insiders.
Currently 14.31% of portfolio
β 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.
As of 2025 Q4 β sorted by position size