Ownership history in LPWM LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π LPWM LLC underperformed the S&P 500 by β4.8% annually on this IWS position. Timing score: 54% (13/24 decisions correct). Average cost basis: $93.61. Maximum drawdown during holding period: β31.7%.
β οΈ Trailed SPY by 4.8% ann. on this position.
24 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
13 of 24 add/trim decisions correct
Best entry: $57.91 (2020 Q1) Β· Worst: $140.61 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
19 adds Β· 6 trims. Bought during 5 of 9 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 8.24% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size