SEC 13F Intelligence

Cloud Capital Management, LLC / IWF

Cloud Capital Management, LLC’s Ishares Tr Position

Does Cloud Capital Management, LLC own Ishares Tr (IWF)? Yes — 6.4K shares worth $3M (+1.19% of its 13F portfolio) as of Q1 2026, up from 3.7K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
6.4K
% of Portfolio
+1.19%
Quarters Held
4
currently held

Position History IWF

Reported value by quarter
Q1 ’25: $78,000Q1 ’25Q3 ’25: $101,000Q3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.4K$3M+1.19%
Q4 20253.7K$2M+0.83%
Q3 2025216$101,000+0.05%
Q1 2025216$78,000+0.06%

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