Lowery Thomas LLC’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
9,288
-303
| -3% | -$47.8K | 0.94% | 26 |
|
|
2025
Q1 | $1.45M | Buy |
9,591
+501
| +6% | +$75.6K | 0.99% | 26 |
|
|
2024
Q4 | $1.49M | Sell |
9,090
-283
| -3% | -$46.5K | 0.97% | 25 |
|
|
2024
Q3 | $1.56M | Sell |
9,373
-291
| -3% | -$48.5K | 1.06% | 27 |
|
|
2024
Q2 | $1.47M | Sell |
9,664
-150
| -2% | -$22.8K | 1.07% | 23 |
|
|
2024
Q1 | $1.56M | Sell |
9,814
-1,454
| -13% | -$231K | 1.19% | 21 |
|
|
2023
Q4 | $1.75M | Buy |
11,268
+45
| +0.4% | +$6.99K | 1.5% | 20 |
|
|
2023
Q3 | $1.52M | Buy |
11,223
+1,907
| +20% | +$258K | 1.45% | 19 |
|
|
2023
Q2 | $1.31M | Buy |
9,316
+15
| +0.2% | +$2.11K | 1.29% | 22 |
|
|
2023
Q1 | $1.27M | Sell |
9,301
-4,870
| -34% | -$667K | 1.41% | 20 |
|
|
2022
Q4 | $1.97M | Sell |
14,171
-1,139
| -7% | -$158K | 2.36% | 15 |
|
|
2022
Q3 | $1.97M | Sell |
15,310
-988
| -6% | -$127K | 2.31% | 17 |
|
|
2022
Q2 | $2.22M | Sell |
16,298
-3,568
| -18% | -$486K | 2.12% | 18 |
|
|
2022
Q1 | $3.21M | Sell |
19,866
-1,945
| -9% | -$314K | 2.49% | 18 |
|
|
2021
Q4 | $3.62M | Buy |
+21,811
| New | +$3.62M | 2.5% | 18 |
|