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Lowe Brockenbrough & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

Lowe Brockenbrough & Co’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$169M Sell
258,783
-31,931
-11% -$21.8M 8.43% 1
2025
Q4 		$199M Buy
290,714
+22,989
+9% +$15.6M 9.8% 1
2025
Q3 		$179M Buy
267,725
+9,940
+4% +$6.4M 9.22% 1
2025
Q2 		$160M Buy
257,785
+8,301
+3% +$4.77M 9% 1
2025
Q1 		$140M Buy
249,484
+9,535
+4% +$5.63M 9.23% 1
2024
Q4 		$141M Buy
239,949
+13,894
+6% +$8.22M 9.06% 1
2024
Q3 		$130M Buy
226,055
+50,021
+28% +$27.8M 8.32% 1
2024
Q2 		$96.3M Buy
176,034
+16,220
+10% +$8.53M 6.41% 1
2024
Q1 		$84M Buy
159,814
+636
+0.4% +$318K 5.68% 1
2023
Q4 		$76M Buy
159,178
+59,902
+60% +$26.8M 5.89% 1
2023
Q3 		$42.8M Buy
99,276
+4,519
+5% +$2.02M 3.32% 3
2023
Q2 		$42.2M Sell
94,757
-218
-0.2% -$91.9K 3.19% 3
2023
Q1 		$39M Buy
94,975
+8,790
+10% +$3.52M 3.16% 3
2022
Q4 		$33.1M Sell
86,185
-3,177
-4% -$1.23M 2.88% 3
2022
Q3 		$32M Sell
89,362
-7,937
-8% -$3.17M 3.09% 3
2022
Q2 		$36.9M Buy
97,299
+4,153
+4% +$1.71M 3.23% 3
2022
Q1 		$42.3M Buy
93,146
+9,632
+12% +$4.31M 3.12% 3
2021
Q4 		$39.8M Buy
83,514
+1,006
+1% +$464K 2.91% 4
2021
Q3 		$35.5M Buy
+82,508
New +$36.6M 2.77% 4

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Lowe Brockenbrough & Co reduced its iShares Core S&P 500 ETF (IVV) stake by 11% in Q1 2026, selling an estimated $21.8M and leaving 258,783 shares worth $169M. The position accounts for 8.43% of the portfolio, ranked #1.

Lowe Brockenbrough & Co first reported a position in IVV in Q3 2021 and has held it in 19 quarters since. The position peaked at $199M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Lowe Brockenbrough & Co held 258,783 shares of iShares Core S&P 500 ETF worth $169M as of Q1 2026.
  • Lowe Brockenbrough & Co sold 31,931 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $21.8M.
  • iShares Core S&P 500 ETF made up 8.43% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #1 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares Core S&P 500 ETF in Q3 2021 and has held it in 19 quarters since.
  • Lowe Brockenbrough & Co's iShares Core S&P 500 ETF position peaked at $199M in Q4 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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