IWM ISHARES RUSSELL 2000 ETF

Ownership history in Interval Partners, LP  ·  62 quarters on record

This page tracks every 13F SEC filing in which Interval Partners, LP reported a position in ISHARES RUSSELL 2000 ETF (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
7.96% (2014 Q4)
Avg. % of fund
2.46%
First filed
2013 Q4
Last filed
2025 Q4
Quarters held
62
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 570,900 -783,800 -57.9% 2.52% $140.5M $245.72
2025 Q3 REDUCED 1,354,700 -57,000 -4.0% 5.35% $327.8M $240.72
2025 Q2 ADDED 1,411,700 +860,100 +155.9% 5.17% $304.6M $214.08
2025 Q1 ADDED 551,600 +525,000 +1973.7% 2.31% $110.0M $197.36
2025 Q1 REDUCED 26,600 -759,000 -96.6% 0.11% $5.3M $197.36
2024 Q4 ADDED 785,600 +121,200 +18.2% 3.41% $173.6M $218.11
2024 Q3 ADDED 664,400 +658,874 +11923.2% 3.30% $146.8M $217.40
2024 Q2 ADDED 5,526 +4,226 +325.1% 2.44% $112.1M $199.01
2024 Q1 REDUCED 1,300 -162 -11.1% 0.77% $27.3M $205.70
2023 Q4 REDUCED 1,462 -962 -39.7% 0.84% $29.3M $195.82
52 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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