SEC 13F Intelligence

Covalent Partners LLC / IWM

Covalent Partners LLC’s Ishares Tr Position

Does Covalent Partners LLC own Ishares Tr (IWM)? Not currently — the last reported position was 11.4K shares worth $2M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2023
Shares
11.4K
% of Portfolio
+9.97%
Quarters Held
4
position exited

Position History IWM

Reported value by quarter
Q2 ’22: $508,000Q2 ’22Q3 ’22: $1MQ3 ’22Q4 ’22: $1MQ4 ’22Q4 ’23: $2MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202311.4K$2M+9.97%
Q4 20226.0K$1M+1.18%
Q3 20227.0K$1M+1.64%
Q2 20223.0K$508,000+0.63%

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