IWM — Ishares Tr Russell Com

Ownership history in CHARTIST INC /CA/  ·  50 quarters on record

This page tracks every 13F SEC filing in which CHARTIST INC /CA/ reported a position in Ishares Tr Russell Com (IWM). 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.

Peak position
27.94% (2019 Q1)
Avg. % of fund
7.59%
First filed
2010 Q4
Last filed
2025 Q4
Quarters held
50
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 4,890 +200 +4.3% 0.82% $1.2M $245.72
2025 Q3 REDUCED 4,690 -20,793 -81.6% 0.77% $1.1M $240.72
2024 Q4 REDUCED 25,483 -249 -1.0% 2.92% $5.6M $218.11
2024 Q3 REDUCED 25,732 -412 -1.6% 2.92% $5.7M $217.40
46 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWM price (monthly, adj. close)

Other funds also holding IWM

As of 2025 Q4 — sorted by position size

TCM Advisors, LLC 3Y 77.64% Covalent Partners LLC 3Y 7Y 49.49% Tenzing Global Management, LLC 3Y 7Y 29.46% ARMISTICE CAPITAL, LLC 3Y 7Y 23.72% Nantahala Capital Management, LLC 3Y 7Y 21.97% Finepoint Capital LP 3Y 7Y 19.87% DRW Securities, LLC 3Y 7Y 18.65% EMG Holdings, L.P. 3Y 18.2% Oasis Management Co Ltd. 3Y 7Y 15.96% Corre Partners Management, LLC 3Y 14.59%
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