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Blueshift Asset Management, LLC: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blueshift Asset Management, LLC on IWM, newest first. How the timeline and the estimate are built.

Blueshift Asset Management, LLC held 234,592 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 234,592 shares
    Change vs previous 13F +117,573 shares

    16.33% of the 13F portfolio, value $70,483,166.

    13F-HR 0001727827-26-000005 filed by Blueshift Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 117,019 shares
    Change vs previous 13F -6,674 shares

    8.81% of the 13F portfolio, value $29,020,712.

    13F-HR 0001727827-26-000004 filed by Blueshift Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 123,693 shares
    Change vs previous 13F +46,854 shares

    8.78% of the 13F portfolio, value $30,448,269.

    13F-HR 0001727827-26-000002 filed by Blueshift Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 76,839 shares
    Change vs previous 13F -44,622 shares

    5.73% of the 13F portfolio, value $18,591,964.

    13F-HR 0001727827-25-000011 filed by Blueshift Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 121,461 shares
    Change vs previous 13F +12,868 shares

    8.05% of the 13F portfolio, value $26,210,069.

    13F-HR 0001727827-25-000007 filed by Blueshift Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 108,593 shares
    Change vs previous 13F -30,313 shares

    8.59% of the 13F portfolio, value $21,663,218.

    13F-HR 0001727827-25-000005 filed by Blueshift Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 138,906 shares
    Change vs previous 13F -67,582 shares

    11.21% of the 13F portfolio, value $30,692,670.

    13F-HR 0001727827-25-000002 filed by Blueshift Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 206,488 shares
    Change vs previous 13F not available

    11.31% of the 13F portfolio, value $45,611,134.

    13F-HR 0001727827-24-000008 filed by Blueshift Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).