LOWERY THOMAS, LLC IWB Holdings History
LOWERY THOMAS, LLC's iShares Russell 1000 ETF Holding Summary
As of 2025-03-31, LOWERY THOMAS, LLC held 14,969.00 shares of iShares Russell 1000 ETF(IWB), totaling $4.59 Mil. This investment constitutes 3.14% of their stock portfolio, and LOWERY THOMAS, LLC now holds 0.01% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2021Q4. And since then LOWERY THOMAS, LLC has made 5 purchases of IWB, at an average price of $256.45, for a total of 17,930.00 shares. In addition, there have been 6 sales at an average price of $252.52 for 2,961.00 shares. Based on historical transaction data and IWB's current price of $343.73, LOWERY THOMAS, LLC's estimated gain on his IWB holdings is $1.29 Mil, reflecting a 28.16% gain to date.
LOWERY THOMAS, LLC IWB ($343.73) Holding Chart
LOWERY THOMAS, LLC IWB ($343.73) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
