SEC 13F Intelligence

Stronghold Wealth Management L.L.C. / IWM

Stronghold Wealth Management L.L.C.’s Ishares Tr Position

Does Stronghold Wealth Management L.L.C. own Ishares Tr (IWM)? Yes — 3.0K shares worth $740,280 (+1.12% of its 13F portfolio) as of Q1 2026, down from 3.2K shares the prior filed quarter.

Position Value
$740,280
Q1 2026
Shares
3.0K
% of Portfolio
+1.12%
Quarters Held
2
currently held

Position History IWM

Reported value by quarter
Q4 ’25: $778,112Q4 ’25Q1 ’26: $740,280Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.0K$740,280+1.12%
Q4 20253.2K$778,112+1.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stronghold Wealth Management L.L.C.’s full portfolio or all institutional holders of IWM.