Lowery Thomas LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Sell |
21,759
-863
| -4% | -$120K | 1.93% | 16 |
|
|
2025
Q1 | $2.66M | Sell |
22,622
-156
| -0.7% | -$18.3K | 1.82% | 20 |
|
|
2024
Q4 | $2.89M | Sell |
22,778
-79
| -0.3% | -$10K | 1.88% | 19 |
|
|
2024
Q3 | $2.68M | Sell |
22,857
-1,995
| -8% | -$234K | 1.82% | 17 |
|
|
2024
Q2 | $2.74M | Sell |
24,852
-556
| -2% | -$61.4K | 2% | 17 |
|
|
2024
Q1 | $2.9M | Sell |
25,408
-872
| -3% | -$99.5K | 2.22% | 15 |
|
|
2023
Q4 | $2.75M | Sell |
26,280
-905
| -3% | -$94.5K | 2.36% | 14 |
|
|
2023
Q3 | $2.48M | Buy |
27,185
+918
| +3% | +$83.9K | 2.37% | 15 |
|
|
2023
Q2 | $2.54M | Sell |
26,267
-82
| -0.3% | -$7.92K | 2.5% | 14 |
|
|
2023
Q1 | $2.4M | Sell |
26,349
-16,034
| -38% | -$1.46M | 2.65% | 13 |
|
|
2022
Q4 | $3.54M | Buy |
42,383
+504
| +1% | +$42.1K | 4.25% | 11 |
|
|
2022
Q3 | $3.29M | Buy |
41,879
+363
| +0.9% | +$28.5K | 3.84% | 11 |
|
|
2022
Q2 | $3.29M | Sell |
41,516
-6,658
| -14% | -$527K | 3.14% | 12 |
|
|
2022
Q1 | $4.84M | Sell |
48,174
-14,706
| -23% | -$1.48M | 3.76% | 9 |
|
|
2021
Q4 | $7.25M | Buy |
+62,880
| New | +$7.25M | 5% | 4 |
|