Lowery Thomas LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Buy |
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|
2025
Q1 | $766K | Sell |
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|
2024
Q4 | $787K | Buy |
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|
2024
Q3 | $803K | Buy |
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|
2024
Q2 | $734K | Sell |
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|
2024
Q1 | $773K | Sell |
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|
2023
Q4 | $760K | Buy |
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|
2023
Q3 | $689K | Buy |
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|
2023
Q2 | $344K | Buy |
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|
2023
Q1 | $331K | Sell |
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|
2022
Q4 | $339K | Sell |
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|
2022
Q3 | $501K | Hold |
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|
2022
Q2 | $534K | Buy |
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|
2022
Q1 | $498K | Buy |
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|
2021
Q4 | $502K | Buy |
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