LBC
IWF icon

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

Lowe Brockenbrough & Co’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.47M Buy
51,284
+2,928
+6% +$332K 0.27% 83
2025
Q4 		$5.72M Sell
48,356
-13,716
-22% -$1.62M 0.28% 78
2025
Q3 		$7.27M Sell
62,072
-880
-1% -$98K 0.37% 67
2025
Q2 		$6.68M Buy
62,952
+748
+1% +$71.5K 0.38% 71
2025
Q1 		$5.62M Sell
62,204
-6,408
-9% -$632K 0.37% 72
2024
Q4 		$6.89M Sell
68,612
-1,980
-3% -$195K 0.44% 63
2024
Q3 		$6.62M Sell
70,592
-3,312
-4% -$300K 0.42% 64
2024
Q2 		$6.73M Sell
73,904
-4,796
-6% -$409K 0.45% 66
2024
Q1 		$6.63M Sell
78,700
-3,696
-4% -$298K 0.45% 65
2023
Q4 		$6.24M Sell
82,396
-7,132
-8% -$504K 0.48% 63
2023
Q3 		$5.96M Sell
89,528
-140
-0.2% -$9.67K 0.46% 64
2023
Q2 		$6.17M Buy
89,668
+520
+0.6% +$33.1K 0.47% 64
2023
Q1 		$5.45M Sell
89,148
-6,060
-6% -$349K 0.44% 68
2022
Q4 		$5.1M Sell
95,208
-11,012
-10% -$606K 0.44% 69
2022
Q3 		$5.59M Buy
106,220
+28,280
+36% +$1.66M 0.54% 59
2022
Q2 		$4.26M Buy
77,940
+40,484
+108% +$2.43M 0.37% 79
2022
Q1 		$2.6M Hold
37,456
– – 0.19% 114
2021
Q4 		$2.86M Sell
37,456
-216
-0.6% -$16K 0.21% 103
2021
Q3 		$2.58M Buy
+37,672
New +$2.66M 0.2% 112

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Lowe Brockenbrough & Co increased its iShares Russell 1000 Growth ETF (IWF) stake by 6.1% in Q1 2026, buying an estimated $332K and bringing the position to 51,284 shares worth $5.47M. The position accounts for 0.27% of the portfolio, ranked #83.

Lowe Brockenbrough & Co first reported a position in IWF in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.27M in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Lowe Brockenbrough & Co held 51,284 shares of iShares Russell 1000 Growth ETF worth $5.47M as of Q1 2026.
  • Lowe Brockenbrough & Co bought 2,928 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $332K.
  • iShares Russell 1000 Growth ETF made up 0.27% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #83 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • Lowe Brockenbrough & Co's iShares Russell 1000 Growth ETF position peaked at $7.27M in Q3 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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