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Lowe Brockenbrough & Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Lowe Brockenbrough & Co’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.9M Buy
264,601
+8,198
+3% +$1.04M 1.64% 13
2025
Q4 		$30.8M Buy
256,403
+16,737
+7% +$2M 1.52% 13
2025
Q3 		$28.5M Buy
239,666
+10,164
+4% +$1.17M 1.47% 14
2025
Q2 		$25.1M Buy
229,502
+11,988
+6% +$1.24M 1.41% 14
2025
Q1 		$22.7M Buy
217,514
+6,032
+3% +$681K 1.5% 11
2024
Q4 		$24.4M Buy
211,482
+9,118
+5% +$1.09M 1.56% 12
2024
Q3 		$23.7M Buy
202,364
+36,071
+22% +$4.08M 1.51% 10
2024
Q2 		$17.7M Buy
166,293
+7,101
+4% +$760K 1.18% 22
2024
Q1 		$17.6M Buy
159,192
+1,486
+0.9% +$158K 1.19% 21
2023
Q4 		$17.1M Buy
157,706
+15,987
+11% +$1.54M 1.32% 16
2023
Q3 		$13.4M Buy
141,719
+6,504
+5% +$650K 1.04% 28
2023
Q2 		$13.5M Buy
135,215
+3,152
+2% +$300K 1.02% 30
2023
Q1 		$12.8M Buy
132,063
+10,984
+9% +$1.1M 1.03% 30
2022
Q4 		$11.5M Buy
121,079
+3,262
+3% +$313K 1% 29
2022
Q3 		$10.3M Buy
117,817
+3,582
+3% +$348K 0.99% 28
2022
Q2 		$10.6M Buy
114,235
+1,846
+2% +$184K 0.92% 34
2022
Q1 		$12.1M Buy
112,389
+4,839
+4% +$522K 0.89% 33
2021
Q4 		$12.3M Buy
107,550
+4,925
+5% +$561K 0.9% 35
2021
Q3 		$11.2M Buy
102,625
+8,788
+9% +$968K 0.87% 38
2021
Q2 		$10.6M Buy
93,837
+8,800
+10% +$982K 0.95% 36
2021
Q1 		$9.23M Buy
85,037
+8,261
+11% +$865K 0.9% 36
2020
Q4 		$7.06M Buy
76,776
+4,490
+6% +$369K 0.76% 47
2020
Q3 		$5.08M Buy
72,286
+2,791
+4% +$200K 0.63% 55
2020
Q2 		$4.75M Sell
69,495
-11,485
-14% -$725K 0.64% 53
2020
Q1 		$4.54M Buy
80,980
+8,683
+12% +$647K 0.75% 47
2019
Q4 		$6.06M Buy
72,297
+2,199
+3% +$177K 0.75% 46
2019
Q3 		$5.46M Buy
70,098
+18,232
+35% +$1.41M 0.73% 47
2019
Q2 		$4.06M Buy
51,866
+18,009
+53% +$1.4M 0.55% 63
2019
Q1 		$2.61M Buy
33,857
+2,138
+7% +$164K 0.37% 81
2018
Q4 		$2.2M Buy
31,719
+14,754
+87% +$1.14M 0.36% 84
2018
Q3 		$1.48M Buy
16,965
+1,578
+10% +$138K 0.21% 112
2018
Q2 		$1.28M Buy
15,387
+238
+2% +$19.4K 0.19% 116
2018
Q1 		$1.17M Buy
15,149
+230
+2% +$17.9K 0.17% 124
2017
Q4 		$1.15M Buy
14,919
+25
+0.2% +$1.89K 0.16% 125
2017
Q3 		$1.1M Buy
14,894
+604
+4% +$42.3K 0.17% 122
2017
Q2 		$1M Buy
14,290
+3,075
+27% +$213K 0.16% 123
2017
Q1 		$776K Buy
11,215
+245
+2% +$16.9K 0.12% 130
2016
Q4 		$754K Hold
10,970
– – 0.13% 132
2016
Q3 		$681K Hold
10,970
– – 0.12% 136
2016
Q2 		$637K Hold
10,970
– – 0.11% 138
2016
Q1 		$617K Buy
10,970
+6,520
+147% +$340K 0.11% 141
2015
Q4 		$245K Buy
4,450
+550
+14% +$31K 0.04% 173
2015
Q3 		$208K Sell
3,900
-350
-8% -$19.9K 0.04% 183
2015
Q2 		$250K Sell
4,250
-162
-4% -$9.58K 0.04% 179
2015
Q1 		$260K Hold
4,412
– – 0.04% 179
2014
Q4 		$252K Hold
4,412
– – 0.04% 179
2014
Q3 		$230K Buy
+4,412
New +$240K 0.04% 184

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lowe Brockenbrough & Co's IJR Position: Q1 2026 in Review

Lowe Brockenbrough & Co increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.2% in Q1 2026, buying an estimated $1.04M and bringing the position to 264,601 shares worth $32.9M. The position accounts for 1.64% of the portfolio, ranked #13.

Lowe Brockenbrough & Co first reported a position in IJR in Q3 2014 and has held it in 47 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Lowe Brockenbrough & Co held 264,601 shares of iShares Core S&P Small-Cap ETF worth $32.9M as of Q1 2026.
  • Lowe Brockenbrough & Co bought 8,198 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $1.04M.
  • iShares Core S&P Small-Cap ETF made up 1.64% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #13 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares Core S&P Small-Cap ETF in Q3 2014 and has held it in 47 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.