Ownership history in LGL PARTNERS, LLC · 41 quarters on record
This page tracks every 13F SEC filing in which LGL PARTNERS, LLC reported a position in ISHARES TR (IWM). 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 | 11,916 | +38 | +0.3% | 1.25% | $2.9M | $245.72 |
| 2025 Q3 | ADDED | 11,878 | +31 | +0.3% | 1.22% | $2.9M | $240.72 |
| 2025 Q2 | ADDED | 11,847 | +31 | +0.3% | 1.16% | $2.6M | $214.08 |
| 2025 Q1 | REDUCED | 11,816 | -199 | -1.7% | 1.14% | $2.4M | $197.36 |
| 2024 Q4 | ADDED | 12,015 | +35 | +0.3% | 0.39% | $2.7M | $218.11 |
| 2024 Q3 | ADDED | 11,980 | +39 | +0.3% | 0.37% | $2.6M | $217.40 |
| 2024 Q2 | ADDED | 11,941 | +32 | +0.3% | 0.35% | $2.4M | $199.01 |
| 2024 Q1 | ADDED | 11,909 | +263 | +2.3% | 0.42% | $2.5M | $205.70 |
| 2023 Q4 | REDUCED | 11,646 | -56 | -0.5% | 0.32% | $2.3M | $195.82 |
| 2023 Q3 | ADDED | 11,702 | +2,307 | +24.6% | 0.36% | $2.1M | $171.81 |
As of 2025 Q4 — sorted by position size