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Lowery Thomas LLC’s iShares Russell 2000 Value ETF IWN Stock Holding History

Lowery Thomas LLC’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.28M Sell
6,744
-83
-1% -$16.1K 0.73% 29
2025
Q4 		$1.24M Sell
6,827
-1,139
-14% -$205K 0.7% 30
2025
Q3 		$1.41M Sell
7,966
-1,322
-14% -$223K 0.81% 27
2025
Q2 		$1.47M Sell
9,288
-303
-3% -$45.1K 0.94% 26
2025
Q1 		$1.45M Buy
9,591
+501
+6% +$80.9K 0.99% 26
2024
Q4 		$1.49M Sell
9,090
-283
-3% -$48.3K 0.97% 25
2024
Q3 		$1.56M Sell
9,373
-291
-3% -$47.3K 1.06% 27
2024
Q2 		$1.47M Sell
9,664
-150
-2% -$22.9K 1.07% 23
2024
Q1 		$1.56M Sell
9,814
-1,454
-13% -$220K 1.19% 21
2023
Q4 		$1.75M Buy
11,268
+45
+0.4% +$6.23K 1.5% 20
2023
Q3 		$1.52M Buy
11,223
+1,907
+20% +$273K 1.45% 19
2023
Q2 		$1.31M Buy
9,316
+15
+0.2% +$2.03K 1.29% 22
2023
Q1 		$1.27M Sell
9,301
-4,870
-34% -$706K 1.41% 20
2022
Q4 		$1.97M Sell
14,171
-1,139
-7% -$161K 2.36% 15
2022
Q3 		$1.97M Sell
15,310
-988
-6% -$143K 2.31% 17
2022
Q2 		$2.22M Sell
16,298
-3,568
-18% -$531K 2.12% 18
2022
Q1 		$3.21M Sell
19,866
-1,945
-9% -$310K 2.49% 18
2021
Q4 		$3.62M Buy
+21,811
New +$3.63M 2.5% 18

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Lowery Thomas LLC reduced its iShares Russell 2000 Value ETF (IWN) stake by 1.2% in Q1 2026, selling an estimated $16.1K and leaving 6,744 shares worth $1.28M. The position accounts for 0.73% of the portfolio, ranked #29.

Lowery Thomas LLC first reported a position in IWN in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.62M in Q4 2021. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Lowery Thomas LLC held 6,744 shares of iShares Russell 2000 Value ETF worth $1.28M as of Q1 2026.
  • Lowery Thomas LLC sold 83 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $16.1K.
  • iShares Russell 2000 Value ETF made up 0.73% of Lowery Thomas LLC's portfolio in Q1 2026, its #29 holding.
  • Lowery Thomas LLC first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Lowery Thomas LLC's iShares Russell 2000 Value ETF position peaked at $3.62M in Q4 2021.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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