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Lowery Thomas LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Lowery Thomas LLC’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.27M Sell
13,607
-146
-1% -$48.6K 2.44% 13
2025
Q4 		$4.44M Sell
13,753
-1,179
-8% -$383K 2.51% 12
2025
Q3 		$4.78M Sell
14,932
-284
-2% -$85.7K 2.76% 11
2025
Q2 		$4.35M Sell
15,216
-635
-4% -$167K 2.78% 11
2025
Q1 		$4.05M Buy
15,851
+632
+4% +$178K 2.77% 11
2024
Q4 		$4.38M Sell
15,219
-89
-0.6% -$26.3K 2.86% 11
2024
Q3 		$4.35M Sell
15,308
-507
-3% -$139K 2.95% 11
2024
Q2 		$4.15M Sell
15,815
-110
-0.7% -$28.6K 3.03% 13
2024
Q1 		$4.31M Sell
15,925
-1,438
-8% -$367K 3.3% 12
2023
Q4 		$4.38M Sell
17,363
-791
-4% -$178K 3.76% 11
2023
Q3 		$4.07M Buy
18,154
+3,241
+22% +$776K 3.89% 10
2023
Q2 		$3.62M Sell
14,913
-68
-0.5% -$15.6K 3.56% 12
2023
Q1 		$3.4M Sell
14,981
-2,668
-15% -$610K 3.75% 11
2022
Q4 		$3.79M Sell
17,649
-3,814
-18% -$836K 4.55% 10
2022
Q3 		$4.43M Sell
21,463
-204
-0.9% -$45.9K 5.19% 5
2022
Q2 		$4.47M Sell
21,667
-289
-1% -$64.4K 4.27% 7
2022
Q1 		$5.62M Sell
21,956
-2,478
-10% -$634K 4.36% 7
2021
Q4 		$7.16M Buy
+24,434
New +$7.36M 4.94% 5

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Lowery Thomas LLC reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.1% in Q1 2026, selling an estimated $48.6K and leaving 13,607 shares worth $4.27M. The position accounts for 2.44% of the portfolio, ranked #13.

Lowery Thomas LLC first reported a position in IWO in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.16M in Q4 2021. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Lowery Thomas LLC held 13,607 shares of iShares Russell 2000 Growth ETF worth $4.27M as of Q1 2026.
  • Lowery Thomas LLC sold 146 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $48.6K.
  • iShares Russell 2000 Growth ETF made up 2.44% of Lowery Thomas LLC's portfolio in Q1 2026, its #13 holding.
  • Lowery Thomas LLC first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Lowery Thomas LLC's iShares Russell 2000 Growth ETF position peaked at $7.16M in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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