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 (IWR). 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 | 49,147 | +2,693 | +5.8% | 1.19% | $4.7M | $96.01 |
| 2025 Q3 | ADDED | 46,454 | +4,591 | +11.0% | 1.20% | $4.5M | $95.90 |
| 2025 Q2 | REDUCED | 41,863 | -218 | -0.5% | 1.12% | $3.9M | $91.05 |
| 2025 Q1 | REDUCED | 42,081 | -864 | -2.0% | 1.15% | $3.6M | $83.97 |
As of 2025 Q4 — sorted by position size