IWM — ISHARES TR RUSSELL 2000

Ownership history in GeoSphere Capital Management, LLC  ·  32 quarters on record

AI Ownership Summary

GeoSphere Capital Management, LLC reported ISHARES TR RUSSELL 2000 (IWM) in 32 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 25.87% in 2024 Q4. The latest visible filing shows IWM at 0.18% 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 GeoSphere Capital Management, LLC's position in ISHARES TR 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 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
25.87% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 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.

IWM stock page GeoSphere Capital Management, LLC fund profile GeoSphere Capital Management, LLC full holdings
How GeoSphere Capital Management, LLC held IWM — position size vs. price
% of Fund (quarterly)    IWM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,000 -44,000 -97.8% 0.18% $242K 2025-11-14 $236.27
2025 Q1 REDUCED 45,000 -205,000 -82.0% 4.87% $9.0M 2025-05-15 $205.91
2024 Q4 ADDED 250,000 +220,000 +733.3% 25.87% $55.2M 2025-02-14 $223.06
2024 Q3 REDUCED 30,000 -15,000 -33.3% 4.98% $6.6M 2024-11-14 $228.28
2024 Q1 REDUCED 45,000 -9,115,000 -99.5% 6.72% $9.5M 2024-05-15 $204.86
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWM

As of 2026 Q1 — sorted by position size

Baron Financial Group, LLC 3Y 9.79% OFS Enterprise LLC 8.68% Parkside Investments, LLC 3Y 7Y 7.68% Platt Investment Counsel, LLC 3Y 6.22% Stairway Partners, LLC 3Y 7Y 5.44% First Financial Bank - Trust Division 3Y 7Y 5.25% ANDERSON HOAGLAND & CO 3Y 7Y 4.04% WINCAP FINANCIAL LLC 3.89% Sincerus Advisory, LLC 3.1% DWR WEALTH MANAGEMENT, LLC 2.73%

FAQ About GeoSphere Capital Management, LLC and IWM

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

How long has GeoSphere Capital Management, LLC reported owning IWM?

GeoSphere Capital Management, LLC reported IWM across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported IWM position in GeoSphere Capital Management, LLC's portfolio?

The largest reported portfolio weight for IWM was 25.87% in 2024 Q4.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2025 Q3, when GeoSphere Capital Management, LLC reported 1,000 shares, equal to 0.18% of portfolio, with an estimated market value of $242K.

What does the chart on this IWM ownership page compare?

The chart compares GeoSphere Capital Management, LLC'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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