IWM — ISHARES TR

Ownership history in Chris Bulman Inc  ·  6 quarters on record

This page tracks every 13F SEC filing in which Chris Bulman Inc reported a position in ISHARES TR (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
3.47% (2024 Q4)
Avg. % of fund
1.77%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 11,048 +319 +3.0% 1.20% $2.7M $246.16
2025 Q3 REDUCED 10,729 -2,293 -17.6% 1.30% $2.6M $241.15
2025 Q2 REDUCED 13,022 -10,869 -45.5% 1.60% $2.8M $214.46
2025 Q1 REDUCED 23,891 -744 -3.0% 3.01% $4.8M $197.71
2 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%
← Back to Chris Bulman Inc Holdings