IWM ISHARES TR

Ownership history in Veracity Capital LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which Veracity Capital 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
8.82% (2023 Q1)
Avg. % of fund
2.92%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 7,946 +1 +0.0% 0.58% $2.0M $245.72
2025 Q3 ADDED 7,945 +513 +6.9% 0.61% $1.9M $240.72
2025 Q2 REDUCED 7,432 -240 -3.1% 0.55% $1.6M $214.08
2025 Q1 REDUCED 7,672 -28 -0.4% 0.59% $1.5M $197.36
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWM price (monthly, adj. close)
← Back to Veracity Capital LLC Holdings