Ownership history in Lauer Wealth, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Lauer Wealth, LLC reported a position in ISHARES TR (ILCV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 141,901 | +2,585 | +1.9% | 10.11% | $13.6M | $94.00 |
| 2025 Q3 | ADDED | 139,316 | +1,472 | +1.1% | 8.96% | $12.5M | $89.22 |
| 2025 Q2 | REDUCED | 137,844 | -5,879 | -4.1% | 9.65% | $11.7M | $82.28 |
| 2025 Q1 | ADDED | 143,723 | +9,537 | +7.1% | 8.71% | $11.3M | $79.97 |
| 2024 Q4 | ADDED | 134,186 | +6,760 | +5.3% | 7.26% | $10.9M | $79.14 |
| 2024 Q3 | ADDED | 127,426 | +3,098 | +2.5% | 8.11% | $10.5M | $79.91 |
| 2024 Q2 | ADDED | 124,328 | +10,471 | +9.2% | 7.63% | $9.7M | $73.77 |
| 2024 Q1 | ADDED | 113,857 | +14,995 | +15.2% | 7.43% | $8.6M | $73.94 |
| 2023 Q4 | ADDED | 98,862 | +2,431 | +2.5% | 6.49% | $7.0M | $67.62 |
| 2023 Q3 | ADDED | 96,431 | +654 | +0.7% | 6.78% | $6.3M | $61.60 |
As of 2025 Q4 — sorted by position size