Ownership history in LOWERY THOMAS, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π LOWERY THOMAS, LLC underperformed the S&P 500 by β0.4% annually on this IWB position. Timing score: 29% (4/14 decisions correct). Average cost basis: $238.62. Maximum drawdown during holding period: β20.5%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
15 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 14 add/trim decisions correct
Best entry: $235.80 (2023 Q2) Β· Worst: $372.56 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 7 trims. Bought during 1 of 4 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 3.15% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size