Lowe Brockenbrough & Co’s iShares Russell 1000 ETF IWB Stock Holding History

Lowe Brockenbrough & Co’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.32M	Hold	3,235	–	–	0.06%	166
2026 Q1	$1.15M	Sell	3,235 -30	-0.9%	-$11.2K	0.06%	168
2025 Q4	$1.22M	Hold	3,265	–	–	0.06%	167
2025 Q3	$1.19M	Sell	3,265 -40	-1%	-$14.1K	0.06%	170
2025 Q2	$1.12M	Buy	3,305 +1,900	+135%	+$596K	0.06%	172
2025 Q1	$431K	Sell	1,405 -1,450	-51%	-$469K	0.03%	221
2024 Q4	$920K	Hold	2,855	–	–	0.06%	181
2024 Q3	$898K	Hold	2,855	–	–	0.06%	182
2024 Q2	$849K	Hold	2,855	–	–	0.06%	181
2024 Q1	$822K	Hold	2,855	–	–	0.06%	190
2023 Q4	$749K	Hold	2,855	–	–	0.06%	192
2023 Q3	$674K	Hold	2,855	–	–	0.05%	198
2023 Q2	$696K	Sell	2,855 -150	-5%	-$34.5K	0.05%	201
2023 Q1	$677K	Hold	3,005	–	–	0.05%	199
2022 Q4	$633K	Buy	+3,005	New	+$636K	0.06%	196

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lowe Brockenbrough & Co's IWB Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 3,235 shares worth $1.32M. The position accounts for 0.06% of the portfolio, ranked #166.

Lowe Brockenbrough & Co first reported a position in IWB in Q4 2022 and has held it in 15 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Lowe Brockenbrough & Co held 3,235 shares of iShares Russell 1000 ETF worth $1.32M as of Q2 2026.
Lowe Brockenbrough & Co left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.06% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #166 holding.
Lowe Brockenbrough & Co first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.