IWM ISHARES TR

Ownership history in TAP Consulting, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which TAP Consulting, 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
2.9% (2021 Q1)
Avg. % of fund
2.31%
First filed
2020 Q1
Last filed
2024 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 45,013 -30 -0.1% 2.03% $9.9M $218.11
2024 Q3 REDUCED 45,043 -220 -0.5% 1.96% $9.9M $217.40
2024 Q2 ADDED 45,263 +122 +0.3% 1.94% $9.2M $199.01
2024 Q1 REDUCED 45,141 -783 -1.7% 2.09% $9.5M $205.70
2023 Q4 ADDED 45,924 +11,200 +32.3% 2.20% $9.2M $195.82
2023 Q3 REDUCED 34,724 -3,694 -9.6% 1.58% $6.1M $171.81
2023 Q2 ADDED 38,418 +520 +1.4% 1.77% $7.2M $181.19
2023 Q1 REDUCED 37,898 -260 -0.7% 1.65% $6.8M $172.13
2022 Q4 REDUCED 38,158 -3,138 -7.6% 1.74% $6.7M $167.62
2022 Q3 REDUCED 41,296 -15,736 -27.6% 1.82% $6.8M $157.81
10 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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