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 (IWD). 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | ADDED | 180,085 | +12,911 | +7.7% | 6.50% | $34.2M | $184.76 |
| 2024 Q2 | ADDED | 167,174 | +15,788 | +10.4% | 6.15% | $29.2M | $168.92 |
| 2024 Q1 | ADDED | 151,386 | +7,794 | +5.4% | 6.26% | $27.1M | $172.73 |
| 2023 Q4 | ADDED | 143,592 | +22,177 | +18.3% | 5.82% | $23.7M | $158.67 |
| 2023 Q3 | ADDED | 121,415 | +20,282 | +20.1% | 5.06% | $18.4M | $144.92 |
| 2023 Q2 | ADDED | 101,133 | +9,969 | +10.9% | 4.47% | $16.0M | $149.70 |
| 2023 Q1 | ADDED | 91,164 | +51,391 | +129.2% | 4.35% | $13.9M | $143.83 |
| 2022 Q4 | INITIATED | 39,773 | — | — | 2.16% | $6.0M | — |
As of 2025 Q4 — sorted by position size