Lowery Thomas LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Buy |
4,089
+18
| +0.4% | +$3.5K | 0.51% | 40 |
|
|
2025
Q1 | $766K | Sell |
4,071
-183
| -4% | -$34.4K | 0.52% | 39 |
|
|
2024
Q4 | $787K | Buy |
4,254
+23
| +0.5% | +$4.26K | 0.51% | 36 |
|
|
2024
Q3 | $803K | Buy |
4,231
+22
| +0.5% | +$4.18K | 0.55% | 36 |
|
|
2024
Q2 | $734K | Sell |
4,209
-107
| -2% | -$18.7K | 0.54% | 33 |
|
|
2024
Q1 | $773K | Sell |
4,316
-281
| -6% | -$50.3K | 0.59% | 32 |
|
|
2023
Q4 | $760K | Buy |
4,597
+56
| +1% | +$9.26K | 0.65% | 30 |
|
|
2023
Q3 | $689K | Buy |
4,541
+2,361
| +108% | +$358K | 0.66% | 30 |
|
|
2023
Q2 | $344K | Buy |
2,180
+8
| +0.4% | +$1.26K | 0.34% | 39 |
|
|
2023
Q1 | $331K | Sell |
2,172
-67
| -3% | -$10.2K | 0.36% | 36 |
|
|
2022
Q4 | $339K | Sell |
2,239
-1,444
| -39% | -$219K | 0.41% | 30 |
|
|
2022
Q3 | $501K | Hold |
3,683
| – | – | 0.59% | 32 |
|
|
2022
Q2 | $534K | Buy |
3,683
+683
| +23% | +$99K | 0.51% | 32 |
|
|
2022
Q1 | $498K | Buy |
3,000
+13
| +0.4% | +$2.16K | 0.39% | 39 |
|
|
2021
Q4 | $502K | Buy |
+2,987
| New | +$502K | 0.35% | 41 |
|