IWM ISHARES TR RUSSELL 2000

Ownership history in Covalent Partners LLC  ·  39 quarters on record

This page tracks every 13F SEC filing in which Covalent Partners LLC reported a position in ISHARES TR RUSSELL 2000 (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
49.49% (2025 Q4)
Avg. % of fund
8.81%
First filed
2012 Q4
Last filed
2025 Q4
Quarters held
39
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 45,500 +20,500 +82.0% 49.49% $11.2M $246.16
2025 Q3 ADDED 25,000 +5,000 +25.0% 22.78% $6.0M $241.15
2025 Q1 REDUCED 20,000 -35,000 -63.6% 19.74% $4.0M $197.71
2024 Q4 ADDED 55,000 +32,000 +139.1% 44.49% $12.2M $218.50
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWM price (monthly, adj. close)
← Back to Covalent Partners LLC Holdings