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

Lowe Brockenbrough & Co’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.48M Sell
7,815
-1,077
-12% -$208K 0.07% 151
2025
Q4 		$1.61M Sell
8,892
-608
-6% -$109K 0.08% 140
2025
Q3 		$1.68M Sell
9,500
-1,094
-10% -$185K 0.09% 136
2025
Q2 		$1.67M Sell
10,594
-2,558
-19% -$381K 0.09% 130
2025
Q1 		$1.99M Buy
13,152
+427
+3% +$69K 0.13% 124
2024
Q4 		$2.09M Sell
12,725
-622
-5% -$106K 0.13% 119
2024
Q3 		$2.23M Buy
13,347
+188
+1% +$30.5K 0.14% 120
2024
Q2 		$2M Sell
13,159
-622
-5% -$95.1K 0.13% 122
2024
Q1 		$2.19M Sell
13,781
-532
-4% -$80.6K 0.15% 119
2023
Q4 		$2.22M Sell
14,313
-3,425
-19% -$474K 0.17% 116
2023
Q3 		$2.42M Hold
17,738
– – 0.19% 113
2023
Q2 		$2.5M Sell
17,738
-307
-2% -$41.5K 0.19% 111
2023
Q1 		$2.47M Sell
18,045
-839
-4% -$122K 0.2% 109
2022
Q4 		$2.62M Buy
18,884
+3,775
+25% +$533K 0.23% 101
2022
Q3 		$1.95M Sell
15,109
-3,556
-19% -$514K 0.19% 121
2022
Q2 		$2.54M Sell
18,665
-1,048
-5% -$156K 0.22% 102
2022
Q1 		$3.18M Sell
19,713
-2,422
-11% -$386K 0.23% 100
2021
Q4 		$3.68M Buy
22,135
+3,274
+17% +$546K 0.27% 91
2021
Q3 		$3.02M Sell
18,861
-398
-2% -$63.9K 0.24% 106
2021
Q2 		$3.19M Buy
19,259
+212
+1% +$35K 0.29% 85
2021
Q1 		$3.04M Buy
19,047
+524
+3% +$79.2K 0.3% 86
2020
Q4 		$2.44M Buy
18,523
+607
+3% +$71.6K 0.26% 94
2020
Q3 		$1.78M Buy
17,916
+3,067
+21% +$312K 0.22% 100
2020
Q2 		$1.45M Buy
+14,849
New +$1.35M 0.19% 113

Other funds holding IWN

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Lowe Brockenbrough & Co reduced its iShares Russell 2000 Value ETF (IWN) stake by 12% in Q1 2026, selling an estimated $208K and leaving 7,815 shares worth $1.48M. The position accounts for 0.07% of the portfolio, ranked #151.

Lowe Brockenbrough & Co first reported a position in IWN in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.68M in Q4 2021. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Lowe Brockenbrough & Co held 7,815 shares of iShares Russell 2000 Value ETF worth $1.48M as of Q1 2026.
  • Lowe Brockenbrough & Co sold 1,077 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $208K.
  • iShares Russell 2000 Value ETF made up 0.07% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #151 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares Russell 2000 Value ETF in Q2 2020 and has held it in 24 quarters since.
  • Lowe Brockenbrough & Co's iShares Russell 2000 Value ETF position peaked at $3.68M in Q4 2021.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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