LaFleur & Godfrey LLC IWP iSHARES RUSSELL MID CAP GROWTH

Ownership history in LaFleur & Godfrey LLC  ·  7 quarters on record

AI Ownership Summary

LaFleur & Godfrey LLC reported iSHARES RUSSELL MID CAP GROWTH (IWP) in 7 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows IWP at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LaFleur & Godfrey LLC's position in iSHARES RUSSELL MID CAP GROWTH, 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
2025 Q3

IWP was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2025 Q3

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 LaFleur & Godfrey LLC held IWP — position size vs. price
% of Fund (quarterly)    IWP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 6.3% -2.3% 1,445 -97 -6.3% 0.02% $206K 2025-11-10 $140.64
2025 Q2 REDUCED 71.1% +3.3% 1,542 -3,801 -71.1% 0.03% $214K 2025-07-14 $138.62
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LaFleur & Godfrey LLC and IWP

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

How long has LaFleur & Godfrey LLC reported owning IWP?

LaFleur & Godfrey LLC reported IWP across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported IWP position in LaFleur & Godfrey LLC's portfolio?

The largest reported portfolio weight for IWP was 0.03% in 2025 Q2.

What is the latest reported IWP position on this page?

The most recent filing on this page is 2025 Q3, when LaFleur & Godfrey LLC reported 1,445 shares, equal to 0.02% of portfolio, with an estimated market value of $206K.

What does the chart on this IWP ownership page compare?

The chart compares LaFleur & Godfrey LLC's quarterly IWP 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.

How well did LaFleur & Godfrey LLC time their IWP position?

Based on 13F filing dates vs. subsequent IWP price moves, LaFleur & Godfrey LLC correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on IWP relative to SPY over the holding period was -3.5%.

← Back to LaFleur & Godfrey LLC Holdings