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IWM
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Position history for Pathstone Holdings, LLC's holdings in ISHARES TR

Pathstone Holdings, LLC holds 786,519 shares of IWM (ISHARES TR), worth $195.1M as of 2026-Q1. The position was decreased (-2.3% shares). IWM represents 0.8% of Pathstone Holdings, LLC's portfolio.

Current Value

$195.1M

Current Shares

786,519

Total Value Change

+$7.5M

Total Shares Change

-138,087

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
786,519
-2.3%
$195.1M0.8%$259.24
0
2025-Q4
Decreased
804,850
-10.8%
$198.4M0.8%$248.03
0
2025-Q3
Decreased
902,038
-3.4%
$217.8M0.8%$240.81
0
2025-Q2
Increased
934,166
+3.3%
$195.7M0.8%$214.15
44
2025-Q1
Decreased
904,444
-0.3%
$180.5M0.8%$198.67
0
2024-Q4
Decreased
907,548
-3.0%
$200.5M0.9%$218.23
0
2024-Q3
Increased
935,377
+1.2%
$206.6M0.9%$217.23
44
2024-Q2
Increased
924,606
+0.7%
$187.6M0.8%$199.36
43

Other major holders of IWM: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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