Ownership history in Operose Advisors LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Operose Advisors LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 17,396 | +1,083 | +6.6% | 1.00% | $4.3M | $245.72 |
| 2025 Q3 | REDUCED | 16,313 | -331 | -2.0% | 0.98% | $3.9M | $240.72 |
| 2025 Q2 | ADDED | 16,644 | +247 | +1.5% | 1.01% | $3.6M | $214.08 |
| 2025 Q1 | ADDED | 16,397 | +2,683 | +19.6% | 1.08% | $3.3M | $197.36 |
| 2024 Q4 | ADDED | 13,714 | +106 | +0.8% | 1.04% | $3.0M | $218.11 |
| 2024 Q3 | REDUCED | 13,608 | -74 | -0.5% | 0.97% | $3.0M | $217.40 |
| 2024 Q2 | UNCHANGED | 13,682 | — | 0% | 0.98% | $2.8M | $199.01 |
| 2024 Q1 | REDUCED | 13,682 | -13 | -0.1% | 0.97% | $2.9M | $205.70 |
| 2023 Q4 | ADDED | 13,695 | +1,419 | +11.6% | 1.10% | $2.7M | $195.82 |
| 2023 Q3 | ADDED | 12,276 | +12,263 | +94330.8% | 0.86% | $2.2M | $171.81 |
As of 2025 Q4 — sorted by position size