IWM ISHARES TR

Ownership history in Fluent Financial, LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which Fluent Financial, 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
6.81% (2023 Q2)
Avg. % of fund
3.31%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 48,155 +11,747 +32.3% 4.52% $11.9M $245.72
2025 Q3 REDUCED 36,408 -1,517 -4.0% 3.45% $8.8M $240.72
2025 Q2 REDUCED 37,925 -621 -1.6% 3.37% $8.2M $214.08
2025 Q1 REDUCED 38,546 -1,940 -4.8% 3.35% $7.7M $197.36
2024 Q4 REDUCED 40,486 -3,853 -8.7% 3.96% $8.9M $218.11
2024 Q3 REDUCED 44,339 -1,236 -2.7% 4.71% $9.8M $217.40
2024 Q2 ADDED 45,575 +1,490 +3.4% 4.66% $9.2M $199.01
2024 Q1 ADDED 44,085 +8,108 +22.5% 5.13% $9.3M $205.70
2023 Q4 REDUCED 35,977 -14,085 -28.1% 4.29% $7.2M $195.82
2023 Q3 REDUCED 50,062 -5,965 -10.6% 4.76% $8.8M $171.81
23 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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