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Lowe Brockenbrough & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Lowe Brockenbrough & Co’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.72M Sell
6,928
-10
-0.1% -$2.58K 0.09% 139
2025
Q4 		$1.71M Sell
6,938
-175
-2% -$43K 0.08% 136
2025
Q3 		$1.72M Sell
7,113
-12
-0.2% -$2.75K 0.09% 133
2025
Q2 		$1.54M Sell
7,125
-793
-10% -$160K 0.09% 141
2025
Q1 		$1.58M Sell
7,918
-289
-4% -$62.7K 0.1% 133
2024
Q4 		$1.81M Sell
8,207
-112
-1% -$25.5K 0.12% 124
2024
Q3 		$1.84M Hold
8,319
– – 0.12% 130
2024
Q2 		$1.69M Hold
8,319
– – 0.11% 132
2024
Q1 		$1.75M Buy
8,319
+134
+2% +$26.7K 0.12% 139
2023
Q4 		$1.64M Sell
8,185
-10
-0.1% -$1.79K 0.13% 133
2023
Q3 		$1.46M Hold
8,195
– – 0.11% 146
2023
Q2 		$1.53M Sell
8,195
-180
-2% -$32.1K 0.12% 141
2023
Q1 		$1.49M Buy
8,375
+125
+2% +$23K 0.12% 142
2022
Q4 		$1.44M Sell
8,250
-280
-3% -$49.8K 0.13% 147
2022
Q3 		$1.41M Hold
8,530
– – 0.14% 140
2022
Q2 		$1.45M Sell
8,530
-50
-0.6% -$9.22K 0.13% 145
2022
Q1 		$1.76M Sell
8,580
-620
-7% -$126K 0.13% 143
2021
Q4 		$2.05M Sell
9,200
-480
-5% -$108K 0.15% 123
2021
Q3 		$2.12M Buy
9,680
+30
+0.3% +$6.65K 0.16% 125
2021
Q2 		$2.21M Sell
9,650
-22
-0.2% -$4.95K 0.2% 106
2021
Q1 		$2.14M Buy
9,672
+669
+7% +$146K 0.21% 108
2020
Q4 		$1.76M Buy
9,003
+500
+6% +$87.5K 0.19% 114
2020
Q3 		$1.27M Sell
8,503
-378
-4% -$56.9K 0.16% 123
2020
Q2 		$1.27M Hold
8,881
– – 0.17% 122
2020
Q1 		$1.02M Sell
8,881
-172
-2% -$25.6K 0.17% 122
2019
Q4 		$1.5M Buy
9,053
+722
+9% +$114K 0.19% 120
2019
Q3 		$1.26M Sell
8,331
-245
-3% -$37.4K 0.17% 130
2019
Q2 		$1.33M Hold
8,576
– – 0.18% 124
2019
Q1 		$1.31M Hold
8,576
– – 0.18% 121
2018
Q4 		$1.15M Buy
8,576
+2,015
+31% +$301K 0.19% 118
2018
Q3 		$1.11M Buy
6,561
+120
+2% +$20.3K 0.15% 129
2018
Q2 		$1.05M Buy
6,441
+67
+1% +$10.7K 0.16% 128
2018
Q1 		$968K Buy
6,374
+63
+1% +$9.73K 0.14% 132
2017
Q4 		$962K Buy
6,311
+33
+0.5% +$4.96K 0.14% 129
2017
Q3 		$930K Hold
6,278
– – 0.14% 128
2017
Q2 		$885K Buy
6,278
+365
+6% +$50.5K 0.14% 129
2017
Q1 		$813K Buy
5,913
+46
+0.8% +$6.29K 0.13% 128
2016
Q4 		$791K Hold
5,867
– – 0.13% 131
2016
Q3 		$729K Buy
5,867
+2,125
+57% +$258K 0.13% 132
2016
Q2 		$430K Sell
3,742
-110
-3% -$12.4K 0.07% 152
2016
Q1 		$426K Buy
3,852
+179
+5% +$18.5K 0.07% 157
2015
Q4 		$414K Sell
3,673
-1,576
-30% -$182K 0.07% 157
2015
Q3 		$573K Buy
5,249
+1,040
+25% +$123K 0.1% 151
2015
Q2 		$526K Buy
4,209
+1,000
+31% +$125K 0.08% 158
2015
Q1 		$399K Buy
3,209
+175
+6% +$21.1K 0.06% 165
2014
Q4 		$363K Buy
3,034
+440
+17% +$50.3K 0.06% 169
2014
Q3 		$284K Sell
2,594
-305
-11% -$34.9K 0.05% 176
2014
Q2 		$344K Buy
2,899
+66
+2% +$7.5K 0.05% 168
2014
Q1 		$330K Sell
2,833
-700
-20% -$80.8K 0.06% 163
2013
Q4 		$408K Sell
3,533
-530
-13% -$58.5K 0.07% 151
2013
Q3 		$433K Buy
4,063
+680
+20% +$70.4K 0.08% 145
2013
Q2 		$328K Buy
+3,383
New +$323K 0.06% 152

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Lowe Brockenbrough & Co reduced its iShares Russell 2000 ETF (IWM) stake by 0.14% in Q1 2026, selling an estimated $2.58K and leaving 6,928 shares worth $1.72M. The position accounts for 0.09% of the portfolio, ranked #139.

Lowe Brockenbrough & Co first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.21M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Lowe Brockenbrough & Co held 6,928 shares of iShares Russell 2000 ETF worth $1.72M as of Q1 2026.
  • Lowe Brockenbrough & Co sold 10 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.58K.
  • iShares Russell 2000 ETF made up 0.09% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #139 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Lowe Brockenbrough & Co's iShares Russell 2000 ETF position peaked at $2.21M in Q2 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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