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Disclosery

SCS Capital Management LLC: IWM position timeline

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

SCS Capital Management LLC held 43,628 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,628 shares
    Change vs previous 13F +604 shares

    0.12% of the 13F portfolio, value $13,107,911.

    13F-HR 0001303159-26-000003 filed by SCS Capital 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 43,024 shares
    Change vs previous 13F -1,708 shares

    0.11% of the 13F portfolio, value $10,669,829.

    13F-HR 0001303159-26-000002 filed by SCS Capital 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 44,732 shares
    Change vs previous 13F -2,664 shares

    0.12% of the 13F portfolio, value $11,011,240.

    13F-HR 0001303159-26-000001 filed by SCS Capital 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 47,396 shares
    Change vs previous 13F -498 shares

    0.12% of the 13F portfolio, value $11,467,908.

    13F-HR 0001303159-25-000012 filed by SCS Capital 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 47,894 shares
    Change vs previous 13F +44 shares

    0.11% of the 13F portfolio, value $10,335,016.

    13F-HR 0001303159-25-000004 filed by SCS Capital 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/A 47,850 shares
    Change vs previous 13F +45,798 shares

    0.12% of the 13F portfolio, value $9,545,646.

    13F-HR/A 0001303159-25-000003 filed by SCS Capital 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 2,052 shares
    Change vs previous 13F -4 shares

    0.01% of the 13F portfolio, value $453,379.

    13F-HR 0001303159-25-000001 filed by SCS Capital 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 2,056 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $454,255.

    13F-HR 0001303159-24-000009 filed by SCS Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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