IWM ISHARES TR

Ownership history in Western Standard LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Western Standard 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
29.4% (2023 Q4)
Avg. % of fund
5.62%
First filed
2018 Q2
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 125,000 -15,000 -10.7% 8.97% $30.2M $240.72
2024 Q1 REDUCED 140,000 -80,000 -36.4% 14.10% $29.4M $205.70
2023 Q4 REDUCED 220,000 -155,000 -41.3% 29.40% $44.2M $195.82
2023 Q2 ADDED 375,000 +155,900 +71.2% 0.41% $480K $181.19
2021 Q3 REDUCED 219,100 -118,700 -35.1% 0.93% $1.6M $206.66
2021 Q2 ADDED 337,800 +237,800 +237.8% 0.55% $927K $216.04
2021 Q1 ADDED 100,000 +99,500 +19900.0% 0.52% $733K $207.79
2020 Q4 REDUCED 500 -317,600 -99.8% 0.28% $245K $184.04
2018 Q3 ADDED 318,100 +133,100 +71.9% 0.24% $267K $153.41
2018 Q2 INITIATED 185,000 0.82% $807K
% of Fund (quarterly)    IWM price (monthly, adj. close)
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