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Disclosery

Caprock Group, LLC: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caprock Group, LLC on IWB, newest first. How the timeline and the estimate are built.

Caprock Group, LLC held 21,442 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,442 shares
    Change vs previous 13F -3,556 shares

    0.17% of the 13F portfolio, value $8,780,899.

    13F-HR 0001610769-26-000003 filed by Caprock Group, 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 24,998 shares
    Change vs previous 13F +1,233 shares

    0.22% of the 13F portfolio, value $8,913,316.

    13F-HR 0001610769-26-000002 filed by Caprock Group, 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 23,765 shares
    Change vs previous 13F -1,918 shares

    0.19% of the 13F portfolio, value $8,875,037.

    13F-HR 0001610769-26-000001 filed by Caprock Group, 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 25,683 shares
    Change vs previous 13F -2,859 shares

    0.22% of the 13F portfolio, value $9,110,229.

    13F-HR 0001610769-25-000003 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 28,542 shares
    Change vs previous 13F -169 shares

    0.27% of the 13F portfolio, value $8,755,012.

    13F-HR 0001085146-25-003265 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 28,711 shares
    Change vs previous 13F +1 shares

    0.3% of the 13F portfolio, value $9,249,578.

    13F-HR 0001085146-25-000441 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 28,710 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $9,026,145.

    13F-HR 0001085146-24-005444 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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