Lowe Brockenbrough & Co
IWO icon

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

Lowe Brockenbrough & Co’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$231K Hold
648
– – 0.01% 291
2026
Q2 		$255K Hold
648
– – 0.01% 265
2026
Q1 		$203K Hold
648
– – 0.01% 275
2025
Q4 		$209K Hold
648
– – 0.01% 275
2025
Q3 		$207K Buy
+648
New +$195K 0.01% 285

Other funds holding IWO

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Lowe Brockenbrough & Co's IWO Position: Q3 2026 in Review

Lowe Brockenbrough & Co held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 648 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #291.

Lowe Brockenbrough & Co first reported a position in IWO in Q3 2025 and has held it in 5 quarters since. The position peaked at $255K in Q2 2026. 744 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Lowe Brockenbrough & Co held 648 shares of iShares Russell 2000 Growth ETF worth $231K as of Q3 2026.
  • Lowe Brockenbrough & Co left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of Lowe Brockenbrough & Co's portfolio in Q3 2026, its #291 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares Russell 2000 Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • Lowe Brockenbrough & Co's iShares Russell 2000 Growth ETF position peaked at $255K in Q2 2026.
  • 744 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q3 2026, filed 9 Nov 2026.