IWN — ISHARES TR

Ownership history in LWMG, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which LWMG, LLC reported a position in ISHARES TR (IWN). 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.

Peak position
1.04% (2023 Q1)
Avg. % of fund
0.96%
First filed
2022 Q4
Last filed
2024 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 32,691 +3,294 +11.2% 1.04% $5.5M $162.57
2024 Q2 ADDED 29,397 +3,273 +12.5% 0.94% $4.5M $147.66
2024 Q1 ADDED 26,124 +3,667 +16.3% 0.96% $4.1M $153.29
2023 Q4 REDUCED 22,457 -2,466 -9.9% 0.86% $3.5M $149.38
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% of Fund (quarterly)    IWN price (monthly, adj. close)

Other funds also holding IWN

As of 2025 Q4 — sorted by position size

Pacific Life Fund Advisors LLC 3Y 8.07% Powell Investment Advisors, LLC 3Y 7.12% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 6.19% LWM ADVISORS INC 6.08% Hillcrest Wealth Advisors - NY, LLC 3Y 7Y 5.49% Advisors Preferred, LLC 3Y 7Y 5.46% Foundation Wealth Management, LLC 3Y 4.46% SONATA CAPITAL GROUP INC 3Y 7Y 4.01% SENTINEL WEALTH MANAGEMENT, INC. 3.96% Risk Paradigm Group, LLC 3Y 7Y 3.87%
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