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Lowery Thomas LLC’s iShares Russell 1000 ETF IWB Stock Holding History

Lowery Thomas LLC’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.28M Sell
14,805
-118
-0.8% -$44K 3.02% 10
2025
Q4 		$5.57M Buy
14,923
+41
+0.3% +$15.2K 3.15% 10
2025
Q3 		$5.44M Sell
14,882
-123
-0.8% -$43.3K 3.14% 10
2025
Q2 		$5.1M Buy
15,005
+36
+0.2% +$11.3K 3.26% 9
2025
Q1 		$4.59M Buy
14,969
+37
+0.2% +$12K 3.14% 9
2024
Q4 		$4.81M Buy
14,932
+44
+0.3% +$14.3K 3.14% 9
2024
Q3 		$4.68M Sell
14,888
-1,058
-7% -$320K 3.18% 9
2024
Q2 		$4.74M Buy
15,946
+37
+0.2% +$10.6K 3.46% 11
2024
Q1 		$4.58M Sell
15,909
-75
-0.5% -$20.6K 3.51% 11
2023
Q4 		$4.19M Buy
15,984
+110
+0.7% +$26.9K 3.6% 12
2023
Q3 		$3.73M Sell
15,874
-100
-0.6% -$24.5K 3.57% 12
2023
Q2 		$3.89M Buy
15,974
+39
+0.2% +$8.98K 3.83% 9
2023
Q1 		$3.59M Sell
15,935
-412
-3% -$90.7K 3.96% 10
2022
Q4 		$3.44M Sell
16,347
-657
-4% -$139K 4.13% 13
2022
Q3 		$3.36M Sell
17,004
-321
-2% -$70.4K 3.93% 10
2022
Q2 		$3.6M Hold
17,325
– – 3.44% 11
2022
Q1 		$4.33M Sell
17,325
-338
-2% -$83.5K 3.36% 13
2021
Q4 		$4.67M Buy
+17,663
New +$4.55M 3.22% 10

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Lowery Thomas LLC's IWB Position: Q1 2026 in Review

Lowery Thomas LLC reduced its iShares Russell 1000 ETF (IWB) stake by 0.79% in Q1 2026, selling an estimated $44K and leaving 14,805 shares worth $5.28M. The position accounts for 3.02% of the portfolio, ranked #10.

Lowery Thomas LLC first reported a position in IWB in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.57M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Lowery Thomas LLC held 14,805 shares of iShares Russell 1000 ETF worth $5.28M as of Q1 2026.
  • Lowery Thomas LLC sold 118 iShares Russell 1000 ETF shares in Q1 2026, an estimated $44K.
  • iShares Russell 1000 ETF made up 3.02% of Lowery Thomas LLC's portfolio in Q1 2026, its #10 holding.
  • Lowery Thomas LLC first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 18 quarters since.
  • Lowery Thomas LLC's iShares Russell 1000 ETF position peaked at $5.57M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Lowery Thomas LLC's 13F filing for Q1 2026, filed 13 May 2026.