IWM stock ownership summary

Insider Edges tracks 50 current 13F investors holding IWM with a current stock price of $300.43.

• FINLEY FINANCIAL, LLC Reduced IWM; portfolio weight 10.25%; shares 88,257; reported value $21.9M.
• SPRUCE POINT CAPITAL MANAGEMENT, LLC Added IWM; portfolio weight 7.64%; shares 28,000; reported value $6.9M.
• KIKER WEALTH MANAGEMENT, LLC Added IWM; portfolio weight 7.45%; shares 62,925; reported value $15.6M.
• BREAKTHRU ADVISORY SERVICES, LLC Held IWM; portfolio weight 6.22%; shares 15,642; reported value $3.9M.
• BASSO CAPITAL MANAGEMENT, L.P. Added IWM; portfolio weight 6.15%; shares 40,522; reported value $10.0M.
• SHEPHERD WEALTH MANAGEMENT LTD LIABILITY CO Reduced IWM; portfolio weight 4.46%; shares 21,128; reported value $6.0M.
• CONSOLIDATED INVESTMENT GROUP LLC Added IWM; portfolio weight 4.17%; shares 155,138; reported value $38.5M.
• GUIDED CAPITAL WEALTH MANAGEMENT, LLC Reduced IWM; portfolio weight 4.07%; shares 24,888; reported value $6.2M.
• ANDERSON HOAGLAND & CO Added IWM; portfolio weight 4.04%; shares 189,278; reported value $46.9M.
• WINCAP FINANCIAL LLC Added IWM; portfolio weight 3.89%; shares 23,575; reported value $5.8M.