Ownership history in Objective Capital Management, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Objective Capital Management, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 5,742 | — | 0% | 1.44% | $1.4M | $245.72 |
| 2025 Q3 | REDUCED | 5,742 | -32 | -0.6% | 1.44% | $1.4M | $240.72 |
| 2025 Q2 | ADDED | 5,774 | +239 | +4.3% | 1.40% | $1.2M | $214.08 |
| 2025 Q1 | REDUCED | 5,535 | -1,015 | -15.5% | 1.41% | $1.1M | $197.36 |
| 2024 Q4 | REDUCED | 6,550 | -4,135 | -38.7% | 0.97% | $1.4M | $218.11 |
| 2024 Q3 | ADDED | 10,685 | +925 | +9.5% | 1.39% | $2.4M | $217.40 |
| 2024 Q1 | REDUCED | 9,760 | -1,256 | -11.4% | 1.39% | $2.1M | $205.70 |
| 2023 Q4 | ADDED | 11,016 | +571 | +5.5% | 1.68% | $2.2M | $195.82 |
| 2023 Q3 | REDUCED | 10,445 | -164 | -1.5% | 1.64% | $1.8M | $171.81 |
| 2023 Q2 | REDUCED | 10,609 | -974 | -8.4% | 1.74% | $2.0M | $181.19 |
As of 2025 Q4 — sorted by position size