IWM — 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 (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.

Peak position
4.59% (2021 Q2)
Avg. % of fund
2.4%
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 39,923 +4,548 +12.9% 2.48% $9.8M $245.72
2025 Q3 ADDED 35,375 +468 +1.3% 2.28% $8.6M $240.72
2025 Q2 ADDED 34,907 +3,039 +9.5% 2.20% $7.5M $214.08
2025 Q1 ADDED 31,868 +1,189 +3.9% 2.05% $6.4M $197.36
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWM price (monthly, adj. close)

Other funds also holding IWM

As of 2025 Q4 — sorted by position size

TCM Advisors, LLC 3Y 77.64% Covalent Partners LLC 3Y 7Y 49.49% Tenzing Global Management, LLC 3Y 7Y 29.46% ARMISTICE CAPITAL, LLC 3Y 7Y 23.72% Nantahala Capital Management, LLC 3Y 7Y 21.97% Finepoint Capital LP 3Y 7Y 19.87% DRW Securities, LLC 3Y 7Y 18.65% EMG Holdings, L.P. 3Y 18.2% Oasis Management Co Ltd. 3Y 7Y 15.96% Corre Partners Management, LLC 3Y 14.59%
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