IWB — ISHARES RUSSELL 1000 ETF

Ownership history in LOWERY THOMAS, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which LOWERY THOMAS, LLC reported a position in ISHARES RUSSELL 1000 ETF (IWB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.13% (2022 Q4)
Avg. % of fund
3.49%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 14,923 +41 +0.3% 3.15% $5.6M $372.56
2025 Q3 REDUCED 14,882 -123 -0.8% 3.14% $5.4M $363.54
2025 Q2 ADDED 15,005 +36 +0.2% 3.26% $5.1M $336.87
2025 Q1 ADDED 14,969 +37 +0.2% 3.14% $4.6M $303.53
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWB price (monthly, adj. close)

Other funds also holding IWB

As of 2025 Q4 — sorted by position size

FIDUCIARY COUNSELLING INC 3Y 7Y 32.16% MPS Loria Financial Planners, LLC 3Y 7Y 32.02% Brewster Financial Planning LLC 3Y 26.95% HOGE FINANCIAL SERVICES, LLC 23.12% RED CEDAR INVESTMENT MANAGEMENT, LLC 3Y 7Y 16.51% SENTINEL WEALTH MANAGEMENT, INC. 16.07% Gray Private Wealth, LLC 15.57% Legacy Wealth Management, Inc 3Y 7Y 15.29% Arbor Investment Advisors, LLC 3Y 7Y 14.31% Millburn Ridgefield LLC /DE/ 3Y 7Y 13.01%
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