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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
Q1 		$820K Buy
3,839
+15
+0.4% +$3.29K 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% +$2.13K 0.39% 39
2021
Q4 		$502K Buy
+2,987
New +$489K 0.35% 41

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Lowery Thomas LLC increased its iShares Russell 1000 Value ETF (IWD) stake by 0.39% in Q1 2026, buying an estimated $3.29K and bringing the position to 3,839 shares worth $820K. 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 18 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Lowery Thomas LLC held 3,839 shares of iShares Russell 1000 Value ETF worth $820K as of Q1 2026.
  • Lowery Thomas LLC bought 15 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $3.29K.
  • iShares Russell 1000 Value ETF made up 0.47% of Lowery Thomas LLC's portfolio in Q1 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 18 quarters since.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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