SEC 13F Intelligence

Connective Portfolio Management, LLC / IWN

Connective Portfolio Management, LLC’s Ishares Tr Position

Does Connective Portfolio Management, LLC own Ishares Tr (IWN)? Not currently — the last reported position was 7.1K shares worth $1M in Q2 2024; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$1M
Q2 2024
Shares
7.1K
% of Portfolio
+1.75%
Quarters Held
3
position exited

Position History IWN

Reported value by quarter
Q4 ’23: $1MQ4 ’23Q1 ’24: $1MQ1 ’24Q2 ’24: $1MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20247.1K$1M+1.75%
Q1 20247.1K$1M+1.98%
Q4 20237.1K$1M+2.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Connective Portfolio Management, LLC’s full portfolio or all institutional holders of IWN.