IWF β€” ISHARES TR

Ownership history in BITTERROOT CAPITAL ADVISORS LLC  Β·  1 quarter on record

AI Ownership Summary

BITTERROOT CAPITAL ADVISORS LLC reported ISHARES TR (IWF) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 10.41% in 2025 Q4. The latest visible filing shows IWF at 10.41% 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 IWF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BITTERROOT CAPITAL ADVISORS LLC'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
2025 Q4

IWF was reported at 10.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.41% in 2025 Q4

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

Time in book
Holding Window
2025 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.

How BITTERROOT CAPITAL ADVISORS LLC held IWF β€” position size vs. price
% of Fund (quarterly)    IWF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 32,126 β€” β€” 10.41% $15.2M 2026-02-14 (Est.) $446.78

FAQ About BITTERROOT CAPITAL ADVISORS LLC and IWF

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

How long has BITTERROOT CAPITAL ADVISORS LLC reported owning IWF?

BITTERROOT CAPITAL ADVISORS LLC reported IWF across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported IWF position in BITTERROOT CAPITAL ADVISORS LLC's portfolio?

The largest reported portfolio weight for IWF was 10.41% in 2025 Q4.

What is the latest reported IWF position on this page?

The most recent filing on this page is 2025 Q4, when BITTERROOT CAPITAL ADVISORS LLC reported 32,126 shares, equal to 10.41% of portfolio, with an estimated market value of $15.2M.

What does the chart on this IWF ownership page compare?

The chart compares BITTERROOT CAPITAL ADVISORS LLC's quarterly IWF 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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