IWM ISHARES TR

Ownership history in Gainplan LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Gainplan 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
74.3% (2018 Q2)
Avg. % of fund
11.36%
First filed
2018 Q2
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 100,089 +98,534 +6336.6% 10.26% $24.2M $241.15
2024 Q1 REDUCED 1,555 -230,031 -99.3% 0.16% $327K $206.07
2023 Q4 ADDED 231,586 +229,261 +9860.7% 24.40% $46.5M $196.17
2022 Q2 REDUCED 2,325 -2,075 -47.2% 0.26% $396K $161.51
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWM price (monthly, adj. close)
← Back to Gainplan LLC Holdings