Lowe Brockenbrough & Co’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Lowe Brockenbrough & Co’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$29.5K	Sell	230 -25	-10%	-$3.38K	﹤0.01%	306
2025 Q4	$34.9K	Sell	255 -5,844	-96%	-$817K	﹤0.01%	304
2025 Q3	$869K	Sell	6,099 -487	-7%	-$68.8K	0.04%	185
2025 Q2	$913K	Sell	6,586 -1,032	-14%	-$131K	0.05%	180
2025 Q1	$895K	Sell	7,618 -62	-0.8%	-$7.97K	0.06%	178
2024 Q4	$973K	Hold	7,680	–	–	0.06%	175
2024 Q3	$901K	Hold	7,680	–	–	0.06%	181
2024 Q2	$847K	Sell	7,680 -180	-2%	-$19.8K	0.06%	182
2024 Q1	$897K	Buy	7,860 +284	+4%	+$30.7K	0.06%	182
2023 Q4	$791K	Hold	7,576	–	–	0.06%	188
2023 Q3	$693K	Hold	7,576	–	–	0.05%	197
2023 Q2	$732K	Hold	7,576	–	–	0.06%	198
2023 Q1	$690K	Hold	7,576	–	–	0.06%	197
2022 Q4	$633K	Hold	7,576	–	–	0.06%	195
2022 Q3	$594K	Hold	7,576	–	–	0.06%	195
2022 Q2	$600K	Hold	7,576	–	–	0.05%	201
2022 Q1	$761K	Hold	7,576	–	–	0.06%	194
2021 Q4	$873K	Hold	7,576	–	–	0.06%	184
2021 Q3	$849K	Hold	7,576	–	–	0.07%	191
2021 Q2	$858K	Buy	7,576 +1,032	+16%	+$110K	0.08%	160
2021 Q1	$668K	Buy	+6,544	New	+$684K	0.06%	165

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Lowe Brockenbrough & Co reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 9.8% in Q1 2026, selling an estimated $3.38K and leaving 230 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Lowe Brockenbrough & Co first reported a position in IWP in Q1 2021 and has held it in 21 quarters since. The position peaked at $973K in Q4 2024. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Lowe Brockenbrough & Co held 230 shares of iShares Russell Mid-Cap Growth ETF worth $29.5K as of Q1 2026.
Lowe Brockenbrough & Co sold 25 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $3.38K.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #306 holding.
Lowe Brockenbrough & Co first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2021 and has held it in 21 quarters since.
Lowe Brockenbrough & Co's iShares Russell Mid-Cap Growth ETF position peaked at $973K in Q4 2024.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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