Triumph Capital Management / IWM
Triumph Capital Management’s Ishares Tr Position
Does Triumph Capital Management own Ishares Tr (IWM)? Yes — 21.6K shares worth $5M (+1.09% of its 13F portfolio) as of Q1 2026, up from 20.1K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
21.6K
% of Portfolio
+1.09%
Quarters Held
16
currently held
Position History IWM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 21.6K | $5M | +1.09% |
| Q4 2025 | 20.1K | $5M | +1.07% |
| Q3 2025 | 20.5K | $5M | +1.21% |
| Q2 2025 | 25.8K | $6M | +1.67% |
| Q1 2025 | 24.8K | $5M | +1.65% |
| Q4 2024 | 24.9K | $6M | +1.88% |
| Q1 2024 | 26.7K | $6M | +2.27% |
| Q4 2023 | 26.8K | $5M | +2.28% |
| Q3 2023 | 22.7K | $4M | +1.83% |
| Q2 2023 | 22.1K | $4M | +1.88% |
| Q1 2023 | 23.3K | $4M | +2.13% |
| Q4 2022 | 23.5K | $4M | +2.19% |
| Q3 2022 | 17.9K | $3M | +1.61% |
| Q4 2021 | 5.0K | $1M | +0.48% |
| Q3 2021 | 3.7K | $816,000 | +0.38% |
| Q2 2021 | 4.1K | $891,000 | +0.52% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Triumph Capital Management’s full portfolio or all institutional holders of IWM.