IWM ISHARES TR

Ownership history in Single Point Partners, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Single Point Partners, 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.

Peak position
1.96% (2022 Q4)
Avg. % of fund
1.5%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 29,539 +490 +1.7% 1.44% $7.3M $245.72
2025 Q3 ADDED 29,049 +299 +1.0% 1.43% $7.0M $240.72
2025 Q2 ADDED 28,750 +711 +2.5% 1.36% $6.2M $214.08
2025 Q1 ADDED 28,039 +2 +0.0% 1.31% $5.6M $197.36
2024 Q4 REDUCED 28,037 -4,828 -14.7% 1.43% $6.2M $218.11
2024 Q1 REDUCED 32,865 -1,113 -3.3% 1.61% $6.9M $205.70
2023 Q4 REDUCED 33,978 -731 -2.1% 1.70% $6.8M $195.82
2023 Q3 REDUCED 34,709 -4,103 -10.6% 1.62% $6.2M $171.81
2023 Q1 REDUCED 38,812 -7,980 -17.1% 1.51% $6.9M $172.13
2022 Q4 ADDED 46,792 +8,823 +23.2% 1.96% $8.2M $167.62
11 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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