Bare Financial Services, Inc IWM — ISHARES RUSSELL 2000 ETF

Ownership history in Bare Financial Services, Inc  ·  9 quarters on record

AI Ownership Summary

Bare Financial Services, Inc reported ISHARES RUSSELL 2000 ETF (IWM) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.28% in 2024 Q1. The latest visible filing shows IWM at 0.38% 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.

What this IWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bare Financial Services, Inc's position in ISHARES RUSSELL 2000 ETF, 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
2025 Q4

IWM was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.28% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

IWM stock page Bare Financial Services, Inc fund profile Bare Financial Services, Inc full holdings
How Bare Financial Services, Inc held IWM — position size vs. price
% of Fund (quarterly)    IWM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 8.6% +0.9% ❌ 5,577 -528 -8.6% 0.38% $1.4M 2026-02-14 (Est.) $262.49
2025 Q3 REDUCED — — — 6,105 -182 -2.9% 0.44% $1.5M 2025-11-12 $242.39
2025 Q2 REDUCED 27.9% +12.3% ❌ 6,287 -2,436 -27.9% 0.46% $1.4M 2025-08-13 $229.39
2025 Q1 REDUCED — — — 8,723 -127 -1.4% 0.67% $1.7M 2025-05-12 $205.65
2024 Q4 REDUCED 10.3% -9.5% ✅ 8,850 -1,019 -10.3% 0.79% $2.0M 2025-02-10 $224.10
2024 Q3 REDUCED 41.5% +0.2% ❌ 9,869 -7,011 -41.5% 0.90% $2.2M 2024-11-13 $231.40
2024 Q2 REDUCED — — — 16,880 -576 -3.3% 1.99% $3.8M 2024-08-14 $202.72
2024 Q1 ADDED — — — 17,456 +12,038 +222.2% 3.28% $3.4M 2024-05-13 $200.26
2023 Q4 INITIATED — — — 5,418 — — 2.19% $1.1M 2024-02-06 $188.95

🏢 Other funds also holding IWM

As of 2026 Q1 — sorted by position size

USA FINANCIAL FORMULAS 3Y 7Y 20.38% AIGH Capital Management LLC 3Y 20.29% Appian Way Asset Management LP 3Y 14.31% Brewster Financial Planning LLC 3Y 12.24% Guardian Wealth Advisors, LLC 3Y 10.85% William Howard & Co Financial Advisors Inc 10.3% Finley Financial, LLC 10.25% Baron Financial Group, LLC 3Y 9.79% Vavra Capital Management, LLC 9.37% MIRAE ASSET SECURITIES (USA) INC. 9.25%

FAQ About Bare Financial Services, Inc and IWM

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

How long has Bare Financial Services, Inc reported owning IWM?

Bare Financial Services, Inc reported IWM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IWM position in Bare Financial Services, Inc's portfolio?

The largest reported portfolio weight for IWM was 3.28% in 2024 Q1.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2025 Q4, when Bare Financial Services, Inc reported 5,577 shares, equal to 0.38% of portfolio, with an estimated market value of $1.4M.

What does the chart on this IWM ownership page compare?

The chart compares Bare Financial Services, Inc'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.

How well did Bare Financial Services, Inc time their IWM position?

Based on 13F filing dates vs. subsequent IWM price moves, Bare Financial Services, Inc correctly timed 4 out of 8 reported position changes (50%).

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