IWM ISHARES TR

Ownership history in Select Equity Group, L.P.  ·  22 quarters on record

This page tracks every 13F SEC filing in which Select Equity Group, L.P. 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
6.19% (2022 Q3)
Avg. % of fund
0.87%
First filed
2016 Q2
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,251 -386,549 -99.7% 0.00% $308K $245.72
2025 Q3 REDUCED 387,800 -502,200 -56.4% 0.39% $93.8M $240.72
2025 Q3 REDUCED 890,000 -2,139,100 -70.6% 0.89% $215.3M $240.72
2025 Q1 ADDED 3,029,100 +2,254,300 +291.0% 2.61% $604.3M $197.36
2024 Q1 REDUCED 774,800 -3,410,800 -81.5% 0.58% $162.9M $205.70
2023 Q4 ADDED 4,185,600 +4,183,519 +201034.1% 2.99% $840.1M $195.82
2022 Q4 REDUCED 2,081 -10,765,719 -100.0% 0.00% $363K $167.62
2022 Q3 ADDED 10,767,800 +1,868,800 +21.0% 6.19% $1.78B $157.81
2022 Q2 ADDED 8,899,000 +8,897,391 +552976.4% 4.83% $1.51B $161.23
2021 Q4 REDUCED 1,609 -57,330 -97.3% 0.00% $358K $210.80
12 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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