Ownership history in LWM ADVISORS INC · 4 quarters on record
This page tracks every 13F SEC filing in which LWM ADVISORS INC reported a position in ISHARES TR (IWF). 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 | REDUCED | 49,730 | -573 | -1.1% | 20.70% | $23.5M | $473.30 |
| 2025 Q3 | REDUCED | 50,303 | -1,101 | -2.1% | 21.16% | $23.6M | $467.94 |
| 2025 Q2 | REDUCED | 51,404 | -2,782 | -5.1% | 20.99% | $21.8M | $423.76 |
| 2025 Q1 | INITIATED | 54,186 | — | — | 21.84% | $21.8M | $360.04 |
As of 2025 Q4 — sorted by position size