IWM ISHARES TR 2000

Ownership history in Ulysses Management LLC  ·  38 quarters on record

This page tracks every 13F SEC filing in which Ulysses Management LLC reported a position in ISHARES TR 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
34.35% (2015 Q1)
Avg. % of fund
10.11%
First filed
2010 Q4
Last filed
2025 Q3
Quarters held
38
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 20,000 -30,000 -60.0% 0.10% $1.3M $240.72
2025 Q2 ADDED 50,000 +40,000 +400.0% 1.09% $10.8M $214.08
2024 Q3 REDUCED 10,000 -25,000 -71.4% 0.21% $2.2M $217.40
2024 Q1 ADDED 35,000 +2,500 +7.7% 0.63% $7.4M $205.70
2023 Q4 REDUCED 32,500 -317,500 -90.7% 0.57% $6.5M $195.82
2022 Q3 REDUCED 350,000 -550,000 -61.1% 8.25% $57.7M $157.81
2021 Q3 ADDED 900,000 +840,000 +1400.0% 20.86% $196.9M $206.66
2021 Q1 REDUCED 60,000 -290,000 -82.9% 1.42% $13.3M $207.79
2020 Q3 ADDED 350,000 +300,000 +600.0% 5.75% $52.4M $140.17
2019 Q4 REDUCED 50,000 -450,000 -90.0% 0.80% $8.3M $153.33
28 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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