IWM — ISHARES TR

Ownership history in Diversify Advisory Services, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Diversify Advisory Services, LLC 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
1.51% (2024 Q1)
Avg. % of fund
0.5%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 105,860 +33,066 +45.4% 0.89% $28.1M $245.72
2025 Q3 ADDED 72,794 +55,494 +320.8% 0.60% $17.9M $240.72
2025 Q3 REDUCED 17,300 -54,366 -75.9% 0.00% $2K $240.72
2025 Q2 ADDED 71,666 +69,290 +2916.2% 0.62% $16.3M $214.08
6 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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