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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Lowe Brockenbrough & Co's IWO Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 648 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #265.

Lowe Brockenbrough & Co first reported a position in IWO in Q3 2025 and has held it in 4 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Lowe Brockenbrough & Co held 648 shares of iShares Russell 2000 Growth ETF worth $255K as of Q2 2026.
  • Lowe Brockenbrough & Co left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #265 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares Russell 2000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.