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 MID-CAP GROWTH ETF (IWP). 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 | 21,526 | -50 | -0.2% | 1.67% | $2.9M | $136.88 |
| 2025 Q3 | REDUCED | 21,576 | -183 | -0.8% | 1.77% | $3.1M | $142.19 |
| 2025 Q2 | REDUCED | 21,759 | -863 | -3.8% | 1.93% | $3.0M | $138.35 |
| 2025 Q1 | REDUCED | 22,622 | -156 | -0.7% | 1.82% | $2.7M | $117.09 |
| 2024 Q4 | REDUCED | 22,778 | -79 | -0.3% | 1.88% | $2.9M | $126.22 |
| 2024 Q3 | REDUCED | 22,857 | -1,995 | -8.0% | 1.82% | $2.7M | $116.70 |
| 2024 Q2 | REDUCED | 24,852 | -556 | -2.2% | 2.00% | $2.7M | $109.64 |
| 2024 Q1 | REDUCED | 25,408 | -872 | -3.3% | 2.22% | $2.9M | $113.29 |
| 2023 Q4 | REDUCED | 26,280 | -905 | -3.3% | 2.36% | $2.7M | $103.58 |
| 2023 Q3 | ADDED | 27,185 | +918 | +3.5% | 2.37% | $2.5M | $90.44 |
As of 2025 Q4 — sorted by position size