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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$185K	Hold	864	–	–	0.01%	277
2025 Q4	$182K	Sell	864 -2,880	-77%	-$595K	0.01%	280
2025 Q3	$762K	Sell	3,744 -269	-7%	-$53.5K	0.04%	191
2025 Q2	$779K	Buy	4,013 +200	+5%	+$37K	0.04%	192
2025 Q1	$717K	Sell	3,813 -364	-9%	-$69.3K	0.05%	194
2024 Q4	$773K	Hold	4,177	–	–	0.05%	189
2024 Q3	$793K	Buy	4,177 +364	+10%	+$66.3K	0.05%	192
2024 Q2	$665K	Hold	3,813	–	–	0.04%	196
2024 Q1	$683K	Sell	3,813 -1,550	-29%	-$262K	0.05%	204
2023 Q4	$886K	Hold	5,363	–	–	0.07%	182
2023 Q3	$819K	Sell	5,363 -30	-0.6%	-$4.76K	0.06%	187
2023 Q2	$851K	Hold	5,393	–	–	0.06%	188
2023 Q1	$821K	Sell	5,393 -1,200	-18%	-$185K	0.07%	190
2022 Q4	$1,000K	Hold	6,593	–	–	0.09%	172
2022 Q3	$897K	Hold	6,593	–	–	0.09%	174
2022 Q2	$956K	Hold	6,593	–	–	0.08%	174
2022 Q1	$1.09M	Hold	6,593	–	–	0.08%	173
2021 Q4	$1.11M	Hold	6,593	–	–	0.08%	169
2021 Q3	$1.03M	Hold	6,593	–	–	0.08%	178
2021 Q2	$1.05M	Hold	6,593	–	–	0.09%	152
2021 Q1	$999K	Buy	6,593 +2,755	+72%	+$399K	0.1%	154
2020 Q4	$525K	Hold	3,838	–	–	0.06%	170
2020 Q3	$453K	Buy	3,838 +1,200	+45%	+$142K	0.06%	169
2020 Q2	$297K	Hold	2,638	–	–	0.04%	182
2020 Q1	$262K	Hold	2,638	–	–	0.04%	180
2019 Q4	$360K	Hold	2,638	–	–	0.04%	180
2019 Q3	$338K	Hold	2,638	–	–	0.05%	183
2019 Q2	$336K	Hold	2,638	–	–	0.05%	183
2019 Q1	$326K	Hold	2,638	–	–	0.05%	182
2018 Q4	$293K	Hold	2,638	–	–	0.05%	175
2018 Q3	$334K	Hold	2,638	–	–	0.05%	178
2018 Q2	$320K	Buy	2,638 +135	+5%	+$16.4K	0.05%	177
2018 Q1	$300K	Buy	2,503 +62	+3%	+$7.73K	0.04%	178
2017 Q4	$304K	Hold	2,441	–	–	0.04%	177
2017 Q3	$289K	Buy	2,441 +13	+0.5%	+$1.51K	0.04%	179
2017 Q2	$283K	Hold	2,428	–	–	0.04%	174
2017 Q1	$279K	Hold	2,428	–	–	0.04%	171
2016 Q4	$272K	Hold	2,428	–	–	0.05%	173
2016 Q3	$256K	Hold	2,428	–	–	0.04%	173
2016 Q2	$251K	Hold	2,428	–	–	0.04%	169
2016 Q1	$240K	Hold	2,428	–	–	0.04%	174
2015 Q4	$238K	Hold	2,428	–	–	0.04%	174
2015 Q3	$226K	Hold	2,428	–	–	0.04%	179
2015 Q2	$250K	Hold	2,428	–	–	0.04%	180
2015 Q1	$250K	Hold	2,428	–	–	0.04%	182
2014 Q4	$253K	Hold	2,428	–	–	0.04%	178
2014 Q3	$243K	Hold	2,428	–	–	0.04%	181
2014 Q2	$246K	Sell	2,428 -114	-4%	-$11.2K	0.04%	178
2014 Q1	$245K	Sell	2,542 -400	-14%	-$37.5K	0.04%	171
2013 Q4	$277K	Sell	2,942 -510	-15%	-$46.2K	0.05%	161
2013 Q3	$298K	Sell	3,452 -2,000	-37%	-$174K	0.05%	157
2013 Q2	$457K	Buy	+5,452	New	+$454K	0.08%	143

Other funds holding IWD

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Lowe Brockenbrough & Co held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 864 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #277.

Lowe Brockenbrough & Co first reported a position in IWD in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.11M in Q4 2021. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Lowe Brockenbrough & Co held 864 shares of iShares Russell 1000 Value ETF worth $185K as of Q1 2026.
Lowe Brockenbrough & Co left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.01% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #277 holding.
Lowe Brockenbrough & Co first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 52 quarters since.
Lowe Brockenbrough & Co's iShares Russell 1000 Value ETF position peaked at $1.11M in Q4 2021.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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