SEC 13F Intelligence

Objective Capital Management, LLC / IWM

Objective Capital Management, LLC’s Ishares Tr Position

Does Objective Capital Management, LLC own Ishares Tr (IWM)? Yes — 5.7K shares worth $1M (+1.44% of its 13F portfolio) as of Q1 2026.

Position Value
$1M
Q1 2026
Shares
5.7K
% of Portfolio
+1.44%
Quarters Held
15
currently held

Position History IWM

Reported value by quarter
Q1 ’22: $2MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $2MQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ3 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ1 ’25: $1MQ1 ’25Q2 ’25: $1MQ3 ’25: $1MQ3 ’25Q4 ’25: $1MQ1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.7K$1M+1.44%
Q4 20255.7K$1M+1.44%
Q3 20255.7K$1M+1.44%
Q2 20255.8K$1M+1.40%
Q1 20255.5K$1M+1.41%
Q3 202410.7K$2M+1.39%
Q2 20249.8K$2M+1.39%
Q1 202411.0K$2M+1.68%
Q3 202310.4K$2M+1.64%
Q2 202310.6K$2M+1.74%
Q1 202311.6K$2M+1.89%
Q4 202210.9K$2M+1.89%
Q3 20229.4K$2M+1.66%
Q2 20229.3K$2M+1.58%
Q1 20227.5K$2M+1.18%

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 IWM.