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.
| 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 |
| 2024 Q4 | ADDED | 30,679 | +326 | +1.1% | 2.18% | $6.8M | $218.11 |
| 2024 Q3 | ADDED | 30,353 | +549 | +1.8% | 2.15% | $6.6M | $217.40 |
| 2024 Q2 | ADDED | 29,804 | +369 | +1.3% | 2.08% | $6.0M | $199.01 |
| 2024 Q1 | ADDED | 29,435 | +751 | +2.6% | 2.17% | $5.9M | $205.70 |
| 2023 Q4 | ADDED | 28,684 | +868 | +3.1% | 2.19% | $5.5M | $195.82 |
| 2023 Q3 | ADDED | 27,816 | +522 | +1.9% | 2.18% | $4.8M | $171.81 |
As of 2025 Q4 — sorted by position size