IWM ISHARES RUSSELL 2000

Ownership history in Defender Capital, LLC.  ·  15 quarters on record

This page tracks every 13F SEC filing in which Defender Capital, LLC. reported a position in ISHARES 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
0.52% (2022 Q3)
Avg. % of fund
0.21%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 3,000 0% 0.24% $738K $245.72
2025 Q2 UNCHANGED 3,000 0% 0.22% $647K $214.08
2025 Q1 UNCHANGED 3,000 0% 0.24% $604K $197.36
2024 Q4 UNCHANGED 3,000 0% 0.24% $663K $218.11
2024 Q3 UNCHANGED 3,000 0% 0.22% $663K $217.40
2024 Q2 ADDED 3,000 +1,200 +66.7% 0.21% $609K $199.01
2024 Q1 UNCHANGED 1,800 0% 0.13% $379K $205.70
2023 Q4 REDUCED 1,800 -1,300 -41.9% 0.13% $361K $195.82
2023 Q3 UNCHANGED 3,100 0% 0.20% $548K $171.81
2023 Q2 UNCHANGED 3,100 0% 0.20% $581K $181.19
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWM price (monthly, adj. close)
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