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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Lowe Brockenbrough & Co reduced its iShares Russell 1000 ETF (IWB) stake by 0.92% in Q1 2026, selling an estimated $11.2K and leaving 3,235 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #168.

Lowe Brockenbrough & Co first reported a position in IWB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.22M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Lowe Brockenbrough & Co held 3,235 shares of iShares Russell 1000 ETF worth $1.15M as of Q1 2026.
Lowe Brockenbrough & Co sold 30 iShares Russell 1000 ETF shares in Q1 2026, an estimated $11.2K.
iShares Russell 1000 ETF made up 0.06% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #168 holding.
Lowe Brockenbrough & Co first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
Lowe Brockenbrough & Co's iShares Russell 1000 ETF position peaked at $1.22M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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