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 (IWS). 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 | 231,561 | +6,253 | +2.8% | 8.24% | $32.7M | $140.61 |
| 2025 Q3 | ADDED | 225,308 | +3,640 | +1.6% | 8.40% | $31.5M | $138.60 |
| 2025 Q2 | ADDED | 221,668 | +9,694 | +4.6% | 8.54% | $29.3M | $130.60 |
| 2025 Q1 | ADDED | 211,974 | +9,275 | +4.6% | 8.60% | $26.7M | $124.02 |
As of 2025 Q4 — sorted by position size