IWL β€” ISHARES TR

Ownership history in FreeGulliver LLC  Β·  7 quarters on record

AI Ownership Summary

FreeGulliver LLC reported ISHARES TR (IWL) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 17.86% in 2025 Q3. The latest visible filing shows IWL at 13.77% 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.

What this IWL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FreeGulliver LLC's position in ISHARES TR, 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 Q4

IWL was reported at 13.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
17.86% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

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 FreeGulliver LLC held IWL β€” position size vs. price
% of Fund (quarterly)    IWL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 219,255 -22,005 -9.1% 13.77% $37.4M 2026-02-14 (Est.) $168.04
2025 Q3 ADDED 241,260 +1,386 +0.6% 17.86% $40.1M 2025-11-13 $167.37
2025 Q2 ADDED 239,874 +19,671 +8.9% 16.76% $36.7M 2025-08-12 $158.71
2025 Q1 ADDED 220,203 +19,858 +9.9% 14.92% $30.3M 2025-05-06 $136.39
2024 Q4 ADDED 200,345 +46,690 +30.4% 13.81% $29.0M 2025-02-11 $147.99
2024 Q3 ADDED 153,655 +111,965 +268.6% 12.82% $21.6M 2024-11-12 $144.37
2024 Q2 INITIATED 41,690 β€” β€” 6.37% $4.8M 2024-08-13 $130.44

FAQ About FreeGulliver LLC and IWL

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

How long has FreeGulliver LLC reported owning IWL?

FreeGulliver LLC reported IWL across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported IWL position in FreeGulliver LLC's portfolio?

The largest reported portfolio weight for IWL was 17.86% in 2025 Q3.

What is the latest reported IWL position on this page?

The most recent filing on this page is 2025 Q4, when FreeGulliver LLC reported 219,255 shares, equal to 13.77% of portfolio, with an estimated market value of $37.4M.

What does the chart on this IWL ownership page compare?

The chart compares FreeGulliver LLC's quarterly IWL 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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