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 GROWTH ETF (IWF). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 13,929 | -73 | -0.5% | 3.73% | $6.6M | $472.88 |
| 2025 Q3 | REDUCED | 14,002 | -263 | -1.8% | 3.79% | $6.6M | $467.53 |
| 2025 Q2 | ADDED | 14,265 | +14 | +0.1% | 3.88% | $6.1M | $423.39 |
| 2025 Q1 | ADDED | 14,251 | +115 | +0.8% | 3.52% | $5.1M | $359.72 |
As of 2025 Q4 — sorted by position size