Lowery Thomas LLC
IWD icon

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

Lowery Thomas LLC’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$940K Sell
3,790
-61
-2% -$15.4K 0.47% 40
2026
Q2 		$934K Buy
3,851
+12
+0.3% +$2.8K 0.46% 40
2026
Q1 		$820K Buy
3,839
+15
+0.4% +$3.28K 0.47% 40
2025
Q4 		$804K Buy
3,824
+18
+0.5% +$3.72K 0.45% 40
2025
Q3 		$775K Sell
3,806
-283
-7% -$56.3K 0.45% 40
2025
Q2 		$794K Buy
4,089
+18
+0.4% +$3.33K 0.51% 40
2025
Q1 		$766K Sell
4,071
-183
-4% -$34.9K 0.52% 39
2024
Q4 		$787K Buy
4,254
+23
+0.5% +$4.41K 0.51% 36
2024
Q3 		$803K Buy
4,231
+22
+0.5% +$4.01K 0.55% 36
2024
Q2 		$734K Sell
4,209
-107
-2% -$18.7K 0.54% 33
2024
Q1 		$773K Sell
4,316
-281
-6% -$47.5K 0.59% 32
2023
Q4 		$760K Buy
4,597
+56
+1% +$8.65K 0.65% 30
2023
Q3 		$689K Buy
4,541
+2,361
+108% +$374K 0.66% 30
2023
Q2 		$344K Buy
2,180
+8
+0.4% +$1.22K 0.34% 39
2023
Q1 		$331K Sell
2,172
-67
-3% -$10.3K 0.36% 36
2022
Q4 		$339K Sell
2,239
-1,444
-39% -$216K 0.41% 30
2022
Q3 		$501K Hold
3,683
– – 0.59% 32
2022
Q2 		$534K Buy
3,683
+683
+23% +$107K 0.51% 32
2022
Q1 		$498K Buy
3,000
+13
+0.4% +$2.14K 0.39% 39
2021
Q4 		$502K Buy
+2,987
New +$489K 0.35% 41

Other funds holding IWD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.8B AUM 20.98% 1-Year Est. Return

Lowery Thomas LLC's IWD Position: Q3 2026 in Review

Lowery Thomas LLC reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.6% in Q3 2026, selling an estimated $15.4K and leaving 3,790 shares worth $940K. The position accounts for 0.47% of the portfolio, ranked #40.

Lowery Thomas LLC first reported a position in IWD in Q4 2021 and has held it in 20 quarters since. 1,784 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Lowery Thomas LLC held 3,790 shares of iShares Russell 1000 Value ETF worth $940K as of Q3 2026.
  • Lowery Thomas LLC sold 61 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $15.4K.
  • iShares Russell 1000 Value ETF made up 0.47% of Lowery Thomas LLC's portfolio in Q3 2026, its #40 holding.
  • Lowery Thomas LLC first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 20 quarters since.
  • 1,784 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Lowery Thomas LLC's 13F filing for Q3 2026, filed 12 Nov 2026.