Value Holdings Management Co. LLC / IWM
Value Holdings Management Co. LLC’s Ishares Tr Position
Does Value Holdings Management Co. LLC own Ishares Tr (IWM)? Not currently — the last reported position was 18.2K shares worth $3M in Q4 2019; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$3M
Q4 2019
Shares
18.2K
% of Portfolio
+1.06%
Quarters Held
1
position exited
Position History IWM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2019 | 18.2K | $3M | +1.06% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Value Holdings Management Co. LLC’s full portfolio or all institutional holders of IWM.