IWS β€” Ishares Russell Value

Ownership history in Blume Capital Management, Inc.  Β·  2 quarters on record

AI Ownership Summary

Blume Capital Management, Inc. reported Ishares Russell Value (IWS) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q3. The latest visible filing shows IWS at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blume Capital Management, Inc.'s position in Ishares Russell Value, 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 Q3

IWS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 Q3

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 Blume Capital Management, Inc. held IWS β€” position size vs. price
% of Fund (quarterly)    IWS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 65 -190 -74.5% 0.00% $9K 2025-11-06 $135.94
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Blume Capital Management, Inc. and IWS

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

How long has Blume Capital Management, Inc. reported owning IWS?

Blume Capital Management, Inc. reported IWS across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported IWS position in Blume Capital Management, Inc.'s portfolio?

The largest reported portfolio weight for IWS was 0.00% in 2025 Q3.

What is the latest reported IWS position on this page?

The most recent filing on this page is 2025 Q3, when Blume Capital Management, Inc. reported 65 shares, equal to 0.00% of portfolio, with an estimated market value of $9K.

What does the chart on this IWS ownership page compare?

The chart compares Blume Capital Management, Inc.'s quarterly IWS 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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