Lowery Thomas LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Lowery Thomas LLC’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.93M	Sell	55,656 -60	-0.1%	-$6.81K	3.39%	9
2025 Q4	$6.59M	Sell	55,716 -292	-0.5%	-$34.6K	3.73%	7
2025 Q3	$6.56M	Sell	56,008 -1,052	-2%	-$117K	3.79%	7
2025 Q2	$6.06M	Buy	57,060 +56	+0.1%	+$5.36K	3.88%	7
2025 Q1	$5.15M	Buy	57,004 +460	+0.8%	+$45.4K	3.52%	8
2024 Q4	$5.68M	Sell	56,544 -140	-0.2%	-$13.8K	3.7%	8
2024 Q3	$5.32M	Sell	56,684 -1,568	-3%	-$142K	3.61%	8
2024 Q2	$5.31M	Sell	58,252 -1,136	-2%	-$97K	3.87%	9
2024 Q1	$5M	Buy	59,388 +80	+0.1%	+$6.45K	3.83%	10
2023 Q4	$4.5M	Sell	59,308 -440	-0.7%	-$31.1K	3.86%	10
2023 Q3	$3.97M	Buy	59,748 +5,836	+11%	+$403K	3.8%	11
2023 Q2	$3.71M	Buy	53,912 +76	+0.1%	+$4.83K	3.65%	11
2023 Q1	$3.29M	Sell	53,836 -1,412	-3%	-$81.3K	3.63%	12
2022 Q4	$2.96M	Sell	55,248 -2,012	-4%	-$111K	3.55%	14
2022 Q3	$3.01M	Sell	57,260 -96	-0.2%	-$5.64K	3.52%	13
2022 Q2	$3.14M	Sell	57,356 -8,032	-12%	-$482K	3%	13
2022 Q1	$4.54M	Sell	65,388 -2,976	-4%	-$203K	3.52%	10
2021 Q4	$5.22M	Buy	+68,364	New	+$5.07M	3.6%	8

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Lowery Thomas LLC reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.11% in Q1 2026, selling an estimated $6.81K and leaving 55,656 shares worth $5.93M. The position accounts for 3.39% of the portfolio, ranked #9.

Lowery Thomas LLC first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.59M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Lowery Thomas LLC held 55,656 shares of iShares Russell 1000 Growth ETF worth $5.93M as of Q1 2026.
Lowery Thomas LLC sold 60 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $6.81K.
iShares Russell 1000 Growth ETF made up 3.39% of Lowery Thomas LLC's portfolio in Q1 2026, its #9 holding.
Lowery Thomas LLC first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Lowery Thomas LLC's iShares Russell 1000 Growth ETF position peaked at $6.59M in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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