IWM — ISHARES TR

Ownership history in Mount Capital Ltd  ·  15 quarters on record

This page tracks every 13F SEC filing in which Mount Capital Ltd 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
5.36% (2023 Q2)
Avg. % of fund
2.21%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 23,100 — 0% 2.30% $5.7M $246.16
2025 Q3 UNCHANGED 23,100 — 0% 2.00% $5.6M $241.15
2025 Q2 UNCHANGED 23,100 — 0% 1.61% $5.0M $214.46
2025 Q1 UNCHANGED 23,100 — 0% 1.49% $4.6M $197.71
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWM price (monthly, adj. close)

Other funds also holding IWM

As of 2025 Q4 — sorted by position size

TCM Advisors, LLC 3Y 77.64% Covalent Partners LLC 3Y 7Y 49.49% Tenzing Global Management, LLC 3Y 7Y 29.46% ARMISTICE CAPITAL, LLC 3Y 7Y 23.72% Nantahala Capital Management, LLC 3Y 7Y 21.97% Finepoint Capital LP 3Y 7Y 19.87% DRW Securities, LLC 3Y 7Y 18.65% EMG Holdings, L.P. 3Y 18.2% Oasis Management Co Ltd. 3Y 7Y 15.96% Corre Partners Management, LLC 3Y 14.59%
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