IWM ISHARES TR RUSSELL 2000

Ownership history in Starboard Value LP  ·  55 quarters on record

This page tracks every 13F SEC filing in which Starboard Value LP reported a position in ISHARES TR RUSSELL 2000 (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
31.45% (2015 Q3)
Avg. % of fund
5.11%
First filed
2013 Q1
Last filed
2025 Q4
Quarters held
55
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 137,000 0% 0.64% $33.7M $245.72
2025 Q3 REDUCED 137,000 -203,000 -59.7% 0.62% $33.1M $240.72
2025 Q2 REDUCED 340,000 -4,560,000 -93.1% 1.27% $73.4M $214.08
2023 Q4 ADDED 4,900,000 +4,250,000 +653.8% 0.23% $11.0M $195.82
2023 Q1 ADDED 650,000 +130,620 +25.1% 0.01% $413K $172.13
2022 Q4 ADDED 519,380 +200,000 +62.6% 1.74% $90.6M $167.62
2022 Q3 ADDED 319,380 +5,000 +1.6% 1.16% $52.7M $157.81
2022 Q2 REDUCED 314,380 -1,000,000 -76.1% 0.97% $53.2M $161.23
2022 Q1 REDUCED 1,314,380 -70,000 -5.1% 3.58% $269.8M $194.90
2021 Q4 ADDED 1,384,380 +34,380 +2.5% 4.27% $308.0M $210.80
45 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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