Lowery Thomas LLC’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Buy |
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|
2025
Q1 | $4.59M | Buy |
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|
2024
Q4 | $4.81M | Buy |
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|
2024
Q3 | $4.68M | Sell |
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|
2024
Q2 | $4.74M | Buy |
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|
2024
Q1 | $4.58M | Sell |
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|
2023
Q4 | $4.19M | Buy |
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|
2023
Q3 | $3.73M | Sell |
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|
2023
Q2 | $3.89M | Buy |
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|
2023
Q1 | $3.59M | Sell |
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|
2022
Q4 | $3.44M | Sell |
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|
2022
Q3 | $3.36M | Sell |
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|
2022
Q2 | $3.6M | Hold |
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|
2022
Q1 | $4.33M | Sell |
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|
2021
Q4 | $4.67M | Buy |
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