IWM iShares Russell 2000 Ind COM

Ownership history in CULBERTSON A N & CO INC  ·  85 quarters on record

AI Ownership Summary

CULBERTSON A N & CO INC reported iShares Russell 2000 Ind COM (IWM) in 85 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.45% in 2024 Q1. The latest visible filing shows IWM at 1.29% 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 IWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CULBERTSON A N & CO INC's position in iShares Russell 2000 Ind COM, 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

IWM was reported at 1.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.45% in 2024 Q1

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

Time in book
Holding Window
2023 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 CULBERTSON A N & CO INC held IWM — position size vs. price
% of Fund (quarterly)    IWM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 38,186 -625 -1.6% 1.29% $9.4M 2026-02-14 (Est.) $262.49
2025 Q3 ADDED 38,811 +56 +0.1% 1.33% $9.4M 2025-10-24 $248.15
2025 Q2 REDUCED 38,755 -438 -1.1% 1.28% $8.4M 2025-08-11 $218.52
2025 Q1 REDUCED 39,193 -151 -0.4% 1.25% $7.8M 2025-05-15 $205.91
2024 Q4 REDUCED 39,344 -57 -0.1% 1.38% $8.7M 2025-01-16 $221.60
2024 Q3 REDUCED 39,401 -120 -0.3% 1.40% $8.7M 2024-10-16 $223.16
2024 Q2 REDUCED 39,521 -520 -1.3% 1.40% $8.0M 2024-07-30 $218.31
2024 Q1 ADDED 40,041 +1,333 +3.4% 1.45% $8.4M 2024-04-30 $191.61
2023 Q4 ADDED 38,708 +913 +2.4% 1.44% $7.8M 2024-01-19 $187.74
76 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CULBERTSON A N & CO INC and IWM

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

How long has CULBERTSON A N & CO INC reported owning IWM?

CULBERTSON A N & CO INC reported IWM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IWM position in CULBERTSON A N & CO INC's portfolio?

The largest reported portfolio weight for IWM was 1.45% in 2024 Q1.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2025 Q4, when CULBERTSON A N & CO INC reported 38,186 shares, equal to 1.29% of portfolio, with an estimated market value of $9.4M.

What does the chart on this IWM ownership page compare?

The chart compares CULBERTSON A N & CO INC's quarterly IWM 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.

← Back to CULBERTSON A N & CO INC Holdings