SEC 13F Intelligence

Wintrust Investments LLC / IWM

Wintrust Investments LLC’s Ishares Tr Position

Does Wintrust Investments LLC own Ishares Tr (IWM)? Yes — 22.3K shares worth $5M (+4.34% of its 13F portfolio) as of Q4 2024, up from 21.5K shares the prior filed quarter.

Position Value
$5M
Q4 2024
Shares
22.3K
% of Portfolio
+4.34%
Quarters Held
23
currently held

Position History IWM

Reported value by quarter
Q1 ’19: $20MQ1 ’19Q2 ’19: $21MQ3 ’19: $22MQ4 ’19: $25MQ4 ’19Q1 ’20: $12MQ2 ’20: $14MQ3 ’20: $20MQ3 ’20Q1 ’21: $33MQ2 ’21: $35MQ3 ’21: $37MQ3 ’21Q4 ’21: $40MQ1 ’22: $41MQ2 ’22: $33MQ2 ’22Q3 ’22: $35MQ4 ’22: $37MQ1 ’23: $33MQ1 ’23Q2 ’23: $35MQ3 ’23: $33MQ4 ’23: $38MQ4 ’23Q1 ’24: $41MQ2 ’24: $43MQ3 ’24: $5MQ3 ’24Q4 ’24: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202422.3K$5M+4.34%
Q3 202421.5K$5M+3.51%
Q2 2024209.5K$43M+3.46%
Q1 2024195.3K$41M+3.62%
Q4 2023188.9K$38M+3.67%
Q3 2023188.1K$33M+3.48%
Q2 2023188.3K$35M+3.53%
Q1 2023187.4K$33M+4.27%
Q4 2022211.2K$37M+4.81%
Q3 2022214.3K$35M+4.42%
Q2 2022195.3K$33M+3.96%
Q1 2022197.5K$41M+3.90%
Q4 2021178.2K$40M+3.77%
Q3 2021169.2K$37M+5.00%
Q2 2021152.9K$35M+3.60%
Q1 2021148.9K$33M+3.40%
Q3 2020134.9K$20M+2.78%
Q2 202094.7K$14M+1.90%
Q1 2020105.7K$12M+1.99%
Q4 2019149.0K$25M+3.46%
Q3 2019145.1K$22M+3.28%
Q2 2019137.0K$21M+3.23%
Q1 2019133.7K$20M+3.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wintrust Investments LLC’s full portfolio or all institutional holders of IWM.