IWN ISHARES TR RUSL 2000 VALU

Ownership history in Jasper Ridge Partners, L.P.  ·  61 quarters on record

AI Ownership Summary

Jasper Ridge Partners, L.P. reported ISHARES TR RUSL 2000 VALU (IWN) in 61 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.41% in 2023 Q4. The latest visible filing shows IWN at 1.29% 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 IWN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jasper Ridge Partners, L.P.'s position in ISHARES TR RUSL 2000 VALU, 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

IWN was reported at 1.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.41% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 Jasper Ridge Partners, L.P. held IWN — position size vs. price
% of Fund (quarterly)    IWN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 321,684 0% 1.29% $58.3M 2026-02-14 (Est.) $199.42
2025 Q3 UNCHANGED 321,684 0% 1.28% $56.9M 2025-11-17 $169.46
2025 Q2 REDUCED 321,684 -24,855 -7.2% 1.27% $50.7M 2025-08-14 $165.57
2025 Q1 UNCHANGED 346,539 0% 1.68% $52.3M 2025-05-14 $150.19
2024 Q4 UNCHANGED 346,539 0% 1.80% $56.9M 2025-02-14 $164.02
2024 Q3 UNCHANGED 346,539 0% 1.65% $57.8M 2024-11-14 $169.88
2024 Q2 REDUCED 346,539 -40,129 -10.4% 1.71% $52.8M 2024-08-14 $152.04
2024 Q1 REDUCED 386,668 -11 -0.0% 1.93% $61.4M 2024-05-15 $153.40
2023 Q4 REDUCED 386,679 -26,148 -6.3% 2.41% $60.1M 2024-02-14 $144.18
52 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Jasper Ridge Partners, L.P. and IWN

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

How long has Jasper Ridge Partners, L.P. reported owning IWN?

Jasper Ridge Partners, L.P. reported IWN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IWN position in Jasper Ridge Partners, L.P.'s portfolio?

The largest reported portfolio weight for IWN was 2.41% in 2023 Q4.

What is the latest reported IWN position on this page?

The most recent filing on this page is 2025 Q4, when Jasper Ridge Partners, L.P. reported 321,684 shares, equal to 1.29% of portfolio, with an estimated market value of $58.3M.

What does the chart on this IWN ownership page compare?

The chart compares Jasper Ridge Partners, L.P.'s quarterly IWN 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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