LBC
IVW icon

Lowe Brockenbrough & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lowe Brockenbrough & Co’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.64M Hold
49,890
– – 0.28% 81
2025
Q4 		$6.15M Sell
49,890
-100
-0.2% -$12.2K 0.3% 76
2025
Q3 		$6.03M Sell
49,990
-660
-1% -$75.9K 0.31% 75
2025
Q2 		$5.58M Sell
50,650
-7,051
-12% -$698K 0.31% 78
2025
Q1 		$5.36M Sell
57,701
-100
-0.2% -$10.1K 0.35% 76
2024
Q4 		$5.87M Sell
57,801
-6,242
-10% -$623K 0.38% 69
2024
Q3 		$6.13M Buy
64,043
+19,989
+45% +$1.85M 0.39% 69
2024
Q2 		$4.08M Sell
44,054
-1,076
-2% -$92.8K 0.27% 90
2024
Q1 		$3.81M Sell
45,130
-20,550
-31% -$1.65M 0.26% 91
2023
Q4 		$4.93M Sell
65,680
-6,918
-10% -$492K 0.38% 74
2023
Q3 		$4.98M Hold
72,598
– – 0.39% 73
2023
Q2 		$5.12M Hold
72,598
– – 0.39% 74
2023
Q1 		$4.64M Sell
72,598
-215
-0.3% -$13.1K 0.38% 76
2022
Q4 		$4.26M Buy
72,813
+1,837
+3% +$110K 0.37% 77
2022
Q3 		$4.11M Hold
70,976
– – 0.4% 75
2022
Q2 		$4.28M Sell
70,976
-2,765
-4% -$183K 0.37% 78
2022
Q1 		$5.63M Sell
73,741
-814
-1% -$61.2K 0.42% 72
2021
Q4 		$6.24M Buy
74,555
+64
+0.1% +$5.16K 0.46% 66
2021
Q3 		$5.51M Buy
74,491
+30
+0% +$2.29K 0.43% 71
2021
Q2 		$5.42M Sell
74,461
-1,905
-2% -$132K 0.49% 62
2021
Q1 		$4.97M Buy
76,366
+489
+0.6% +$31.6K 0.48% 63
2020
Q4 		$4.84M Sell
75,877
-3,899
-5% -$236K 0.52% 62
2020
Q3 		$4.61M Sell
79,776
-204
-0.3% -$11.5K 0.57% 59
2020
Q2 		$4.15M Buy
79,980
+1,100
+1% +$52.7K 0.56% 60
2020
Q1 		$3.25M Buy
78,880
+9,628
+14% +$455K 0.54% 64
2019
Q4 		$3.35M Buy
69,252
+672
+1% +$31.1K 0.42% 72
2019
Q3 		$3.09M Buy
68,580
+8,956
+15% +$405K 0.41% 73
2019
Q2 		$2.67M Buy
59,624
+4,372
+8% +$192K 0.36% 81
2019
Q1 		$2.38M Buy
55,252
+20,420
+59% +$837K 0.33% 86
2018
Q4 		$1.31M Buy
34,832
+29,524
+556% +$1.19M 0.21% 110
2018
Q3 		$235K Buy
+5,308
New +$228K 0.03% 192

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Lowe Brockenbrough & Co held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 49,890 shares worth $5.64M. The position accounts for 0.28% of the portfolio, ranked #81.

Lowe Brockenbrough & Co first reported a position in IVW in Q3 2018 and has held it in 31 quarters since. The position peaked at $6.24M in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Lowe Brockenbrough & Co held 49,890 shares of iShares S&P 500 Growth ETF worth $5.64M as of Q1 2026.
  • Lowe Brockenbrough & Co left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
  • iShares S&P 500 Growth ETF made up 0.28% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #81 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares S&P 500 Growth ETF in Q3 2018 and has held it in 31 quarters since.
  • Lowe Brockenbrough & Co's iShares S&P 500 Growth ETF position peaked at $6.24M in Q4 2021.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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