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iShares Russell 2000 Value Index shares owned by Lowery Thomas

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Lowery Thomas from 13F filings

Historical chart of Lowery Thomas investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by Lowery Thomas consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Value Index by Lowery Thomas

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.5M 11k 135.55
2023-06-30 $1.3M 9.3k 140.80
2023-03-31 $1.3M 9.3k 137.02
2022-12-31 $2.0M 14k 138.67
2022-09-30 $2.0M 15k 128.94
2022-06-30 $2.2M 16k 136.15
2022-03-31 $3.2M 20k 161.38
2021-12-31 $3.6M 22k 166.06

More positions owned by Lowery Thomas

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Lowery Thomas

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Tiaa Trust, National Association
Starboard Value
Goldman Sachs Group
Florida State Board of Administration
Commonwealth Equity Services
Pnc Financial Services
Wells Fargo & Company
UBS Group
D.A. Davidson & Co.
Betterment
Alaska Permanent Fund Corp
M^T Bank Corporation
Us Bancorp
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Value Index