Lowery Thomas LLC
IWN icon

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
Q3 		$1.4M Buy
6,691
+25
+0.4% +$5.53K 0.71% 31
2026
Q2 		$1.47M Sell
6,666
-78
-1% -$16.3K 0.72% 31
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Lowery Thomas LLC's IWN Position: Q3 2026 in Review

Lowery Thomas LLC increased its iShares Russell 2000 Value ETF (IWN) stake by 0.38% in Q3 2026, buying an estimated $5.53K and bringing the position to 6,691 shares worth $1.4M. The position accounts for 0.71% of the portfolio, ranked #31.

Lowery Thomas LLC first reported a position in IWN in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.62M in Q4 2021. 966 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Lowery Thomas LLC held 6,691 shares of iShares Russell 2000 Value ETF worth $1.4M as of Q3 2026.
  • Lowery Thomas LLC bought 25 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $5.53K.
  • iShares Russell 2000 Value ETF made up 0.71% of Lowery Thomas LLC's portfolio in Q3 2026, its #31 holding.
  • Lowery Thomas LLC first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 20 quarters since.
  • Lowery Thomas LLC's iShares Russell 2000 Value ETF position peaked at $3.62M in Q4 2021.
  • 966 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Lowery Thomas LLC's 13F filing for Q3 2026, filed 12 Nov 2026.