IWF ISHARES RUSSELL

Ownership history in TSFG, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which TSFG, LLC reported a position in ISHARES RUSSELL (IWF). 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
8.21% (2020 Q3)
Avg. % of fund
6.27%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 79,144 +2,523 +3.3% 5.60% $37.5M $472.88
2025 Q3 REDUCED 76,621 -1,133 -1.5% 5.70% $35.9M $467.53
2025 Q2 REDUCED 77,754 -11,811 -13.2% 5.97% $33.0M $423.39
2025 Q1 ADDED 89,565 +2,816 +3.2% 6.61% $32.3M $359.72
2024 Q4 ADDED 86,749 +1,193 +1.4% 7.15% $34.8M $399.63
2024 Q3 REDUCED 85,556 -324 -0.4% 7.01% $32.1M $373.18
2024 Q2 ADDED 85,880 +19,030 +28.5% 7.32% $31.3M $361.83
2024 Q1 REDUCED 66,850 -4,440 -6.2% 5.68% $22.5M $334.19
2023 Q4 ADDED 71,290 +15,329 +27.4% 6.81% $21.6M $300.20
2023 Q3 ADDED 55,961 +3,243 +6.2% 5.30% $14.9M $262.86
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWF price (monthly, adj. close)
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