LOWERY THOMAS, LLC IWF Holdings History

Number of Shares
14,251.00
Current Holdings Value*
$5.15 Mil
% of Portfolio
3.52%
Total Estimate Gain
$1.75 Mil
% of Total Estimate Gain
31.71%

LOWERY THOMAS, LLC's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, LOWERY THOMAS, LLC held 14,251.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $5.15 Mil. This investment constitutes 3.52% of their stock portfolio, and LOWERY THOMAS, LLC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2021Q4. And since then LOWERY THOMAS, LLC has made 4 purchases of IWF, at an average price of $295.13, for a total of 18,704.00 shares. In addition, there have been 8 sales at an average price of $262.06 for 4,453.00 shares. Based on historical transaction data and IWF's current price of $428.27, LOWERY THOMAS, LLC's estimated gain on his IWF holdings is $1.75 Mil, reflecting a 31.71% gain to date.

LOWERY THOMAS, LLC IWF ($428.27) Holding Chart

LOWERY THOMAS, LLC IWF ($428.27) 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 %

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