Lowery Thomas LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.35M | Sell |
15,216
-635
| -4% | -$182K | 2.78% | 11 |
|
|
2025
Q1 | $4.05M | Buy |
15,851
+632
| +4% | +$161K | 2.77% | 11 |
|
|
2024
Q4 | $4.38M | Sell |
15,219
-89
| -0.6% | -$25.6K | 2.86% | 11 |
|
|
2024
Q3 | $4.35M | Sell |
15,308
-507
| -3% | -$144K | 2.95% | 11 |
|
|
2024
Q2 | $4.15M | Sell |
15,815
-110
| -0.7% | -$28.9K | 3.03% | 13 |
|
|
2024
Q1 | $4.31M | Sell |
15,925
-1,438
| -8% | -$389K | 3.3% | 12 |
|
|
2023
Q4 | $4.38M | Sell |
17,363
-791
| -4% | -$200K | 3.76% | 11 |
|
|
2023
Q3 | $4.07M | Buy |
18,154
+3,241
| +22% | +$726K | 3.89% | 10 |
|
|
2023
Q2 | $3.62M | Sell |
14,913
-68
| -0.5% | -$16.5K | 3.56% | 12 |
|
|
2023
Q1 | $3.4M | Sell |
14,981
-2,668
| -15% | -$605K | 3.75% | 11 |
|
|
2022
Q4 | $3.79M | Sell |
17,649
-3,814
| -18% | -$818K | 4.55% | 10 |
|
|
2022
Q3 | $4.44M | Sell |
21,463
-204
| -0.9% | -$42.2K | 5.19% | 5 |
|
|
2022
Q2 | $4.47M | Sell |
21,667
-289
| -1% | -$59.6K | 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 | +$7.16M | 4.94% | 5 |
|