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
2024 Q4 REDUCED 7,700 -64 -0.8% 0.61% $1.7M $218.11
2024 Q3 REDUCED 7,764 -43 -0.6% 0.65% $1.7M $217.40
2024 Q2 REDUCED 7,807 -9,308 -54.4% 0.66% $1.6M $199.01
2024 Q1 REDUCED 17,115 -197 -1.1% 1.40% $3.6M $205.70
2023 Q4 REDUCED 17,312 -847 -4.7% 1.39% $3.5M $195.82
2023 Q3 ADDED 18,159 +3,751 +26.0% 1.49% $3.2M $171.81
14 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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