LL
LPWM LLC’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.53M | Buy |
34,907
+3,039
| +10% | +$656K | 2.2% | 10 |
|
|
2025
Q1 | $6.36M | Buy |
31,868
+1,189
| +4% | +$237K | 2.05% | 10 |
|
|
2024
Q4 | $6.78M | Buy |
30,679
+326
| +1% | +$72K | 2.18% | 10 |
|
|
2024
Q3 | $6.56M | Buy |
30,353
+549
| +2% | +$119K | 2.15% | 8 |
|
|
2024
Q2 | $6.03M | Buy |
29,804
+369
| +1% | +$74.6K | 2.08% | 8 |
|
|
2024
Q1 | $5.91M | Buy |
29,435
+751
| +3% | +$151K | 2.17% | 8 |
|
|
2023
Q4 | $5.54M | Buy |
28,684
+868
| +3% | +$168K | 2.19% | 10 |
|
|
2023
Q3 | $4.84M | Buy |
27,816
+522
| +2% | +$90.9K | 2.18% | 9 |
|
|
2023
Q2 | $5.12M | Buy |
27,294
+1,323
| +5% | +$248K | 2.26% | 9 |
|
|
2023
Q1 | $4.63M | Buy |
25,971
+752
| +3% | +$134K | 2.23% | 9 |
|
|
2022
Q4 | $4.55M | Sell |
25,219
-191
| -0.8% | -$34.5K | 2.45% | 8 |
|
|
2022
Q3 | $4.19M | Buy |
25,410
+1
| +0% | +$165 | 2.5% | 8 |
|
|
2022
Q2 | $4.46M | Sell |
25,409
-12,872
| -34% | -$2.26M | 2.49% | 9 |
|
|
2022
Q1 | $7.64M | Buy |
38,281
+2,403
| +7% | +$479K | 3.8% | 6 |
|
|
2021
Q4 | $7.98M | Buy |
35,878
+1,157
| +3% | +$257K | 4.23% | 5 |
|
|
2021
Q3 | $7.72M | Buy |
34,721
+929
| +3% | +$207K | 4.58% | 5 |
|
|
2021
Q2 | $7.65M | Buy |
33,792
+22,950
| +212% | +$5.2M | 4.59% | 5 |
|
|
2021
Q1 | $2.43M | Buy |
10,842
+338
| +3% | +$75.6K | 1.63% | 8 |
|
|
2020
Q4 | $2.06M | Sell |
10,504
-633
| -6% | -$124K | 1.54% | 10 |
|
|
2020
Q3 | $1.7M | Buy |
11,137
+130
| +1% | +$19.8K | 1.38% | 13 |
|
|
2020
Q2 | $1.58M | Sell |
11,007
-973
| -8% | -$139K | 1.44% | 13 |
|
|
2020
Q1 | $1.37M | Buy |
11,980
+2,749
| +30% | +$315K | 1.49% | 13 |
|
|
2019
Q4 | $1.53M | Buy |
+9,231
| New | +$1.53M | 1.41% | 13 |
|