IWM β€” iShares Russell 2000

Ownership history in FIDUCIARY MANAGEMENT INC /WI/  Β·  6 quarters on record

AI Ownership Summary

FIDUCIARY MANAGEMENT INC /WI/ reported iShares Russell 2000 (IWM) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows IWM at 0.01% 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 FIDUCIARY MANAGEMENT INC /WI/'s position in iShares Russell 2000, 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 Q3

IWM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

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 Q3

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 FIDUCIARY MANAGEMENT INC /WI/ held IWM β€” position size vs. price
% of Fund (quarterly)    IWM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 2,590 -790 -23.4% 0.01% $627K 2025-11-14 $236.27
2024 Q3 ADDED 3,380 +95 +2.9% 0.01% $747K 2024-11-14 $228.28
2023 Q4 ADDED 3,285 +2,065 +169.3% 0.01% $659K 2024-02-14 $194.28
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About FIDUCIARY MANAGEMENT INC /WI/ and IWM

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

How long has FIDUCIARY MANAGEMENT INC /WI/ reported owning IWM?

FIDUCIARY MANAGEMENT INC /WI/ reported IWM across 3 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IWM position in FIDUCIARY MANAGEMENT INC /WI/'s portfolio?

The largest reported portfolio weight for IWM was 0.01% in 2024 Q3.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2025 Q3, when FIDUCIARY MANAGEMENT INC /WI/ reported 2,590 shares, equal to 0.01% of portfolio, with an estimated market value of $627K.

What does the chart on this IWM ownership page compare?

The chart compares FIDUCIARY MANAGEMENT INC /WI/'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.

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