IWM — ISHARES TR

Ownership history in Stevard, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Stevard, 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
1.04% (2024 Q3)
Avg. % of fund
0.42%
First filed
2020 Q1
Last filed
2024 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 1,195 +36 +3.1% 0.99% $264K $218.11
2024 Q3 REDUCED 1,159 -100 -7.9% 1.04% $256K $217.40
2024 Q2 ADDED 1,259 +101 +8.7% 0.22% $255K $199.01
2024 Q1 UNCHANGED 1,158 — 0% 0.22% $244K $205.70
4 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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