Paladin Partners, LLC IWB β€” ISHARES

Ownership history in Paladin Partners, LLC  Β·  1 quarter on record

AI Ownership Summary

Paladin Partners, LLC reported ISHARES (IWB) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 13.58% in 2026 Q1. The latest visible filing shows IWB at 13.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IWB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Paladin Partners, LLC's position in ISHARES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IWB was reported at 13.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.58% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Paladin Partners, LLC held IWB β€” position size vs. price
% of Fund (quarterly)    IWB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 52,825 β€” β€” 13.58% $18.8M 2026-06-25 $401.39

FAQ About Paladin Partners, LLC and IWB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Paladin Partners, LLC reported owning IWB?

Paladin Partners, LLC reported IWB across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported IWB position in Paladin Partners, LLC's portfolio?

The largest reported portfolio weight for IWB was 13.58% in 2026 Q1.

What is the latest reported IWB position on this page?

The most recent filing on this page is 2026 Q1, when Paladin Partners, LLC reported 52,825 shares, equal to 13.58% of portfolio, with an estimated market value of $18.8M.

What does the chart on this IWB ownership page compare?

The chart compares Paladin Partners, LLC's quarterly IWB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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