Lowery Thomas LLC’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Buy |
15,005
+36
| +0.2% | +$12.2K | 3.26% | 9 |
|
|
2025
Q1 | $4.59M | Buy |
14,969
+37
| +0.2% | +$11.4K | 3.14% | 9 |
|
|
2024
Q4 | $4.81M | Buy |
14,932
+44
| +0.3% | +$14.2K | 3.14% | 9 |
|
|
2024
Q3 | $4.68M | Sell |
14,888
-1,058
| -7% | -$333K | 3.18% | 9 |
|
|
2024
Q2 | $4.74M | Buy |
15,946
+37
| +0.2% | +$11K | 3.46% | 11 |
|
|
2024
Q1 | $4.58M | Sell |
15,909
-75
| -0.5% | -$21.6K | 3.51% | 11 |
|
|
2023
Q4 | $4.19M | Buy |
15,984
+110
| +0.7% | +$28.8K | 3.6% | 12 |
|
|
2023
Q3 | $3.73M | Sell |
15,874
-100
| -0.6% | -$23.5K | 3.57% | 12 |
|
|
2023
Q2 | $3.89M | Buy |
15,974
+39
| +0.2% | +$9.51K | 3.83% | 9 |
|
|
2023
Q1 | $3.59M | Sell |
15,935
-412
| -3% | -$92.8K | 3.96% | 10 |
|
|
2022
Q4 | $3.44M | Sell |
16,347
-657
| -4% | -$138K | 4.13% | 13 |
|
|
2022
Q3 | $3.36M | Sell |
17,004
-321
| -2% | -$63.4K | 3.93% | 10 |
|
|
2022
Q2 | $3.6M | Hold |
17,325
| – | – | 3.44% | 11 |
|
|
2022
Q1 | $4.33M | Sell |
17,325
-338
| -2% | -$84.5K | 3.36% | 13 |
|
|
2021
Q4 | $4.67M | Buy |
+17,663
| New | +$4.67M | 3.22% | 10 |
|