IWM ISHARES TR

Ownership history in Gridiron Partners, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Gridiron Partners, 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
1.39% (2023 Q4)
Avg. % of fund
1.3%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 9,346 -33,818 -78.3% 1.31% $2.3M $245.72
2025 Q3 ADDED 43,164 +33,818 +361.8% 1.28% $2.26B $240.72
2025 Q2 UNCHANGED 9,346 0% 1.25% $2.0M $214.08
2025 Q1 REDUCED 9,346 -465 -4.7% 1.19% $1.9M $197.36
2024 Q4 UNCHANGED 9,811 0% 1.37% $2.2M $218.11
2024 Q3 UNCHANGED 9,811 0% 1.31% $2.2M $217.40
2024 Q2 UNCHANGED 9,811 0% 1.27% $2.0M $199.01
2024 Q1 UNCHANGED 9,811 0% 1.32% $2.1M $205.70
2023 Q4 INITIATED 9,811 1.39% $2.0M
% of Fund (quarterly)    IWM price (monthly, adj. close)
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