Ownership history in LPWM LLC · 23 quarters on record
This page tracks every 13F SEC filing in which LPWM LLC reported a position in ISHARES TR (IVW). 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 | 25,850 | +5,391 | +26.4% | 0.80% | $3.2M | $123.15 |
| 2025 Q3 | ADDED | 20,459 | +1,401 | +7.4% | 0.66% | $2.5M | $120.49 |
| 2025 Q2 | REDUCED | 19,058 | -453 | -2.3% | 0.61% | $2.1M | $109.76 |
| 2025 Q1 | REDUCED | 19,511 | -206 | -1.0% | 0.58% | $1.8M | $92.44 |
| 2024 Q4 | REDUCED | 19,717 | -198 | -1.0% | 0.64% | $2.0M | $100.99 |
| 2024 Q3 | REDUCED | 19,915 | -2,768 | -12.2% | 0.62% | $1.9M | $95.12 |
| 2024 Q2 | ADDED | 22,683 | +193 | +0.9% | 0.75% | $2.2M | $91.79 |
| 2024 Q1 | ADDED | 22,490 | +380 | +1.7% | 0.69% | $1.9M | $83.69 |
| 2023 Q4 | ADDED | 22,110 | +1,018 | +4.8% | 0.64% | $1.6M | $74.36 |
| 2023 Q3 | ADDED | 21,092 | +4,582 | +27.8% | 0.65% | $1.4M | $67.55 |
As of 2025 Q4 — sorted by position size