IWM ISHARES RUSSELL 2000 ETF

Ownership history in Salomon & Ludwin, LLC  ·  30 quarters on record

This page tracks every 13F SEC filing in which Salomon & Ludwin, 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.

Peak position
2.96% (2019 Q4)
Avg. % of fund
2.22%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 71,990 -267 -0.4% 1.61% $18.2M $245.72
2025 Q3 ADDED 72,257 +3,147 +4.6% 1.60% $17.8M $240.72
2025 Q2 ADDED 69,110 +1,328 +2.0% 1.51% $15.3M $214.08
2025 Q1 ADDED 67,782 +2,339 +3.6% 1.44% $13.5M $197.36
2024 Q4 REDUCED 65,443 -3,756 -5.4% 1.53% $14.5M $218.11
2024 Q3 REDUCED 69,199 -5,417 -7.3% 1.56% $15.3M $217.40
2024 Q2 REDUCED 74,616 -27,548 -27.0% 1.69% $15.1M $199.01
2024 Q1 REDUCED 102,164 -1,822 -1.8% 1.86% $21.6M $205.70
2023 Q4 UNCHANGED 103,986 0% 1.92% $18.4M $195.82
2023 Q3 ADDED 103,986 +1,318 +1.3% 1.92% $18.4M $171.81
20 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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