SEC 13F Intelligence

Objective Capital Management, LLC / IWF

Objective Capital Management, LLC’s Ishares Tr Position

Does Objective Capital Management, LLC own Ishares Tr (IWF)? Not currently — the last reported position was 5.4K shares worth $2M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q3 2024
Shares
5.4K
% of Portfolio
+1.19%
Quarters Held
10
position exited

Position History IWF

Reported value by quarter
Q1 ’22: $2MQ1 ’22Q2 ’22: $1MQ3 ’22: $1MQ3 ’22Q4 ’22: $1MQ1 ’23: $1MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ3 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 20245.4K$2M+1.19%
Q2 20245.5K$2M+1.26%
Q1 20245.8K$2M+1.33%
Q3 20235.8K$2M+1.36%
Q2 20235.8K$2M+1.39%
Q1 20236.0K$1M+1.34%
Q4 20226.2K$1M+1.33%
Q3 20226.2K$1M+1.40%
Q2 20226.5K$1M+1.44%
Q1 20227.4K$2M+1.59%

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