InvesTrust: IWM position timeline

InvesTrust held 1,503 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,503 shares

   Change vs previous 13F -20 shares

   0.17% of the 13F portfolio, value $451,576.

   13F-HR 0002050848-26-000003 filed by InvesTrust
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,523 shares

   Change vs previous 13F -30 shares

   0.16% of the 13F portfolio, value $377,704.

   13F-HR 0002050848-26-000002 filed by InvesTrust
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,553 shares

   Change vs previous 13F +15 shares

   0.15% of the 13F portfolio, value $382,286.

   13F-HR 0002050848-26-000001 filed by InvesTrust
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,538 shares

   Change vs previous 13F 0 shares

   0.14% of the 13F portfolio, value $372,134.

   13F-HR 0002050848-25-000007 filed by InvesTrust
   Filed 2025-10-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,538 shares

   Change vs previous 13F 0 shares

   0.13% of the 13F portfolio, value $331,885.

   13F-HR 0002050848-25-000003 filed by InvesTrust
   Filed 2025-07-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 1,538 shares

   Change vs previous 13F -50 shares

   0.08% of the 13F portfolio, value $306,816.

   13F-HR 0002050848-25-000002 filed by InvesTrust
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 1,588 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $350,440.

   13F-HR 0002050848-25-000001 filed by InvesTrust
   Filed 2025-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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