Ownership history in Bare Financial Services, Inc · 9 quarters on record
This page tracks every 13F SEC filing in which Bare Financial Services, Inc reported a position in ISHARES RUSSELL 2000 VALUE ETF (IWN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 22,138 | -61 | -0.3% | 1.12% | $4.0M | $180.71 |
| 2025 Q3 | UNCHANGED | 22,199 | — | 0% | 1.17% | $3.9M | $175.32 |
| 2025 Q2 | REDUCED | 22,199 | -2,013 | -8.3% | 1.18% | $3.5M | $155.70 |
| 2025 Q1 | UNCHANGED | 24,212 | — | 0% | 1.40% | $3.7M | $148.34 |
| 2024 Q4 | REDUCED | 24,212 | -493 | -2.0% | 1.60% | $4.0M | $160.78 |
| 2024 Q3 | REDUCED | 24,705 | -2,164 | -8.1% | 1.69% | $4.1M | $162.57 |
| 2024 Q2 | ADDED | 26,869 | +45 | +0.2% | 2.42% | $4.6M | $147.66 |
| 2024 Q1 | ADDED | 26,824 | +7,349 | +37.7% | 3.84% | $4.0M | $153.29 |
| 2023 Q4 | INITIATED | 19,475 | — | — | 6.09% | $3.0M | — |
As of 2025 Q4 — sorted by position size