IWM — ISHARES

Ownership history in SMITH, MOORE & CO.  ·  49 quarters on record

This page tracks every 13F SEC filing in which SMITH, MOORE & CO. reported a position in ISHARES (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
1.67% (2021 Q1)
Avg. % of fund
1.31%
First filed
2013 Q4
Last filed
2025 Q4
Quarters held
49
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 62,921 -532 -0.8% 1.17% $15.5M $245.72
2025 Q3 REDUCED 63,453 -418 -0.7% 1.18% $15.4M $240.72
2025 Q2 REDUCED 63,871 -281 -0.4% 1.16% $13.8M $214.08
2025 Q1 REDUCED 64,152 -132 -0.2% 1.18% $12.8M $197.36
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWM price (monthly, adj. close)

Other funds also holding IWM

As of 2025 Q4 — sorted by position size

TCM Advisors, LLC 3Y 77.64% Covalent Partners LLC 3Y 7Y 49.49% Tenzing Global Management, LLC 3Y 7Y 29.46% ARMISTICE CAPITAL, LLC 3Y 7Y 23.72% Nantahala Capital Management, LLC 3Y 7Y 21.97% Finepoint Capital LP 3Y 7Y 19.87% DRW Securities, LLC 3Y 7Y 18.65% EMG Holdings, L.P. 3Y 18.2% Oasis Management Co Ltd. 3Y 7Y 15.96% Corre Partners Management, LLC 3Y 14.59%
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