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ZACKS INVESTMENT MANAGEMENT: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ZACKS INVESTMENT MANAGEMENT on IWM, newest first. How the timeline and the estimate are built.

ZACKS INVESTMENT MANAGEMENT held 12,372 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,372 shares
    Change vs previous 13F -175 shares

    0.03% of the 13F portfolio, value $3,717,347.

    13F-HR 0001172661-26-003391 filed by ZACKS INVESTMENT MANAGEMENT
    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 12,547 shares
    Change vs previous 13F -23,797 shares

    0.02% of the 13F portfolio, value $3,111,638.

    13F-HR 0001172661-26-001904 filed by ZACKS INVESTMENT MANAGEMENT
    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 36,344 shares
    Change vs previous 13F +33,387 shares

    0.07% of the 13F portfolio, value $8,946,583.

    13F-HR 0001172661-26-000942 filed by ZACKS INVESTMENT MANAGEMENT
    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 2,957 shares
    Change vs previous 13F +21 shares

    0.01% of the 13F portfolio, value $715,673.

    13F-HR 0001172661-25-005127 filed by ZACKS INVESTMENT MANAGEMENT
    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 2,936 shares
    Change vs previous 13F -2,071 shares

    0.01% of the 13F portfolio, value $633,460.

    13F-HR 0001172661-25-003061 filed by ZACKS INVESTMENT MANAGEMENT
    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 5,007 shares
    Change vs previous 13F -12,409 shares

    0.01% of the 13F portfolio, value $998,894.

    13F-HR 0001172661-25-001873 filed by ZACKS INVESTMENT MANAGEMENT
    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 17,416 shares
    Change vs previous 13F +15,926 shares

    0.04% of the 13F portfolio, value $3,848,195.

    13F-HR 0001172661-25-000838 filed by ZACKS INVESTMENT MANAGEMENT
    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 1,490 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $329,183.

    13F-HR 0001172661-24-004993 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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