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.
| 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 |
| 2023 Q4 | ADDED | 1,158 | +1 | +0.1% | 0.23% | $232K | $195.82 |
| 2023 Q3 | ADDED | 1,157 | +77 | +7.1% | 0.21% | $204K | $171.81 |
| 2023 Q2 | REDUCED | 1,080 | -1,536 | -58.7% | 0.19% | $202K | $181.19 |
| 2020 Q1 | INITIATED | 2,616 | — | — | 0.27% | $433K | $106.34 |
As of 2025 Q4 — sorted by position size