Lowery Thomas LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.06M | Buy |
14,265
+14
| +0.1% | +$5.94K | 3.88% | 7 |
|
|
2025
Q1 | $5.15M | Buy |
14,251
+115
| +0.8% | +$41.5K | 3.52% | 8 |
|
|
2024
Q4 | $5.68M | Sell |
14,136
-35
| -0.2% | -$14.1K | 3.7% | 8 |
|
|
2024
Q3 | $5.32M | Sell |
14,171
-392
| -3% | -$147K | 3.61% | 8 |
|
|
2024
Q2 | $5.31M | Sell |
14,563
-284
| -2% | -$104K | 3.87% | 9 |
|
|
2024
Q1 | $5M | Buy |
14,847
+20
| +0.1% | +$6.74K | 3.83% | 10 |
|
|
2023
Q4 | $4.5M | Sell |
14,827
-110
| -0.7% | -$33.4K | 3.86% | 10 |
|
|
2023
Q3 | $3.97M | Buy |
14,937
+1,459
| +11% | +$388K | 3.8% | 11 |
|
|
2023
Q2 | $3.71M | Buy |
13,478
+19
| +0.1% | +$5.23K | 3.65% | 11 |
|
|
2023
Q1 | $3.29M | Sell |
13,459
-353
| -3% | -$86.2K | 3.63% | 12 |
|
|
2022
Q4 | $2.96M | Sell |
13,812
-503
| -4% | -$108K | 3.55% | 14 |
|
|
2022
Q3 | $3.01M | Sell |
14,315
-24
| -0.2% | -$5.05K | 3.52% | 13 |
|
|
2022
Q2 | $3.14M | Sell |
14,339
-2,008
| -12% | -$439K | 3% | 13 |
|
|
2022
Q1 | $4.54M | Sell |
16,347
-744
| -4% | -$207K | 3.52% | 10 |
|
|
2021
Q4 | $5.22M | Buy |
+17,091
| New | +$5.22M | 3.6% | 8 |
|