IVE — ISHARES TR

Ownership history in LPWM LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which LPWM LLC reported a position in ISHARES TR (IVE). 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.

Peak position
20.6% (2019 Q4)
Avg. % of fund
18.57%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 329,407 +12,135 +3.8% 17.62% $69.9M $211.29
2025 Q3 ADDED 317,272 +9,585 +3.1% 17.48% $65.5M $204.79
2025 Q2 ADDED 307,687 +13,218 +4.5% 17.54% $60.1M $192.97
2025 Q1 ADDED 294,469 +14,554 +5.2% 18.08% $56.1M $187.40
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVE price (monthly, adj. close)

Other funds also holding IVE

As of 2025 Q4 — sorted by position size

Foundation Wealth Management, LLC 3Y 25.38% LVZ, Inc. 3Y 7Y 14.04% Thoma Capital Management LLC 13.46% ENCOMPASS WEALTH ADVISORS, LLC 3Y 12.44% hemming& Wealth Management, Inc. 12.4% Powell Investment Advisors, LLC 3Y 11.36% Michelson Medical Research Foundation, Inc. 3Y 11.03% FINANCIAL LIFE ADVISORS 3Y 7Y 10.87% SOFI WEALTH, LLC 3Y 10.32% Signature Wealth Management Partners, LLC 3Y 10.17%
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