Ownership history in Enclave Advisors LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Enclave Advisors 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 49,961 | +43,518 | +675.4% | 1.74% | $12.3M | $245.72 |
| 2025 Q3 | REDUCED | 6,443 | -146 | -2.2% | 0.24% | $1.6M | $240.72 |
| 2025 Q2 | REDUCED | 6,589 | -122 | -1.8% | 0.23% | $1.4M | $214.08 |
| 2025 Q1 | UNCHANGED | 6,711 | — | 0% | 0.23% | $1.3M | $197.36 |
| 2024 Q4 | REDUCED | 6,711 | -112 | -1.6% | 0.24% | $1.5M | $218.11 |
| 2024 Q3 | INITIATED | 6,823 | — | — | 0.26% | $1.5M | $217.40 |
As of 2025 Q4 — sorted by position size