IWM — ISHARES TR

Ownership history in WEALTHSPAN PARTNERS, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which WEALTHSPAN PARTNERS, 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
1.65% (2025 Q2)
Avg. % of fund
1.28%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 17,622 +1,055 +6.4% 1.58% $4.3M $245.72
2025 Q3 REDUCED 16,567 -1,900 -10.3% 1.53% $4.0M $240.72
2025 Q2 ADDED 18,467 +4,574 +32.9% 1.65% $4.0M $214.08
2025 Q1 ADDED 13,893 +3,327 +31.5% 1.28% $2.8M $197.36
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWM price (monthly, adj. close)

Other funds also holding IWM

As of 2025 Q4 — sorted by position size

TCM Advisors, LLC 3Y 77.64% Covalent Partners LLC 3Y 7Y 49.49% Tenzing Global Management, LLC 3Y 7Y 29.46% ARMISTICE CAPITAL, LLC 3Y 7Y 23.72% Nantahala Capital Management, LLC 3Y 7Y 21.97% Finepoint Capital LP 3Y 7Y 19.87% DRW Securities, LLC 3Y 7Y 18.65% EMG Holdings, L.P. 3Y 18.2% Oasis Management Co Ltd. 3Y 7Y 15.96% Corre Partners Management, LLC 3Y 14.59%
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