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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.52M	Sell	15,672 -500	-3%	-$49.9K	0.08%	146
2025 Q4	$1.56M	Sell	16,172 -511	-3%	-$49.1K	0.08%	144
2025 Q3	$1.61M	Sell	16,683 -465	-3%	-$44.1K	0.08%	139
2025 Q2	$1.58M	Sell	17,148 -35	-0.2%	-$3.02K	0.09%	136
2025 Q1	$1.46M	Hold	17,183	–	–	0.1%	141
2024 Q4	$1.52M	Sell	17,183 -625	-4%	-$56.7K	0.1%	136
2024 Q3	$1.57M	Sell	17,808 -1,123	-6%	-$94.6K	0.1%	139
2024 Q2	$1.53M	Sell	18,931 -2,211	-10%	-$180K	0.1%	140
2024 Q1	$1.78M	Sell	21,142 -300	-1%	-$23.8K	0.12%	136
2023 Q4	$1.67M	Hold	21,442	–	–	0.13%	130
2023 Q3	$1.49M	Hold	21,442	–	–	0.12%	145
2023 Q2	$1.57M	Hold	21,442	–	–	0.12%	138
2023 Q1	$1.5M	Buy	21,442 +3,270	+18%	+$231K	0.12%	141
2022 Q4	$1.23M	Buy	18,172 +950	+6%	+$64.1K	0.11%	161
2022 Q3	$1.07M	Buy	17,222 +755	+5%	+$51.9K	0.1%	163
2022 Q2	$1.06M	Sell	16,467 -2,322	-12%	-$165K	0.09%	166
2022 Q1	$1.47M	Sell	18,789 -100	-0.5%	-$7.7K	0.11%	156
2021 Q4	$1.57M	Hold	18,889	–	–	0.11%	141
2021 Q3	$1.48M	Hold	18,889	–	–	0.12%	147
2021 Q2	$1.5M	Hold	18,889	–	–	0.13%	128
2021 Q1	$1.4M	Buy	18,889 +175	+0.9%	+$12.7K	0.14%	133
2020 Q4	$1.28M	Buy	18,714 +319	+2%	+$20.3K	0.14%	130
2020 Q3	$1.06M	Buy	18,395 +843	+5%	+$48K	0.13%	132
2020 Q2	$941K	Buy	17,552 +630	+4%	+$31.6K	0.13%	139
2020 Q1	$731K	Sell	16,922 -130	-0.8%	-$7.16K	0.12%	143
2019 Q4	$1.02M	Sell	17,052 -700	-4%	-$40.2K	0.13%	140
2019 Q3	$993K	Hold	17,752	–	–	0.13%	136
2019 Q2	$992K	Hold	17,752	–	–	0.14%	137
2019 Q1	$958K	Hold	17,752	–	–	0.13%	139
2018 Q4	$825K	Buy	17,752 +1,904	+12%	+$96K	0.13%	136
2018 Q3	$874K	Buy	15,848 +780	+5%	+$42.7K	0.12%	138
2018 Q2	$799K	Hold	15,068	–	–	0.12%	141
2018 Q1	$778K	Buy	15,068 +120	+0.8%	+$6.32K	0.12%	139
2017 Q4	$778K	Buy	14,948 +1,012	+7%	+$51.4K	0.11%	142
2017 Q3	$687K	Hold	13,936	–	–	0.11%	144
2017 Q2	$669K	Buy	13,936 +756	+6%	+$35.8K	0.11%	143
2017 Q1	$617K	Hold	13,180	–	–	0.1%	142
2016 Q4	$589K	Hold	13,180	–	–	0.1%	142
2016 Q3	$574K	Sell	13,180 -1,000	-7%	-$43.3K	0.1%	145
2016 Q2	$596K	Sell	14,180 -440	-3%	-$18.2K	0.1%	142
2016 Q1	$595K	Buy	14,620 +1,832	+14%	+$69.7K	0.1%	145
2015 Q4	$512K	Sell	12,788 -12,980	-50%	-$529K	0.09%	152
2015 Q3	$1M	Buy	25,768 +4,120	+19%	+$171K	0.18%	121
2015 Q2	$922K	Buy	21,648 +5,792	+37%	+$252K	0.15%	131
2015 Q1	$686K	Buy	15,856 +2,520	+19%	+$107K	0.11%	146
2014 Q4	$557K	Sell	13,336 -2,900	-18%	-$118K	0.09%	158
2014 Q3	$643K	Sell	16,236 -3,244	-17%	-$131K	0.1%	149
2014 Q2	$792K	Buy	19,480 +1,780	+10%	+$69.4K	0.13%	137
2014 Q1	$685K	Sell	17,700 -5,000	-22%	-$190K	0.11%	141
2013 Q4	$851K	Sell	22,700 -12,780	-36%	-$462K	0.14%	126
2013 Q3	$1.23M	Buy	35,480 +1,560	+5%	+$53.3K	0.22%	96
2013 Q2	$1.1M	Buy	+33,920	New	+$1.1M	0.2%	99

Other funds holding IWR

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Lowe Brockenbrough & Co reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.1% in Q1 2026, selling an estimated $49.9K and leaving 15,672 shares worth $1.52M. The position accounts for 0.08% of the portfolio, ranked #146.

Lowe Brockenbrough & Co first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.78M in Q1 2024. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Lowe Brockenbrough & Co held 15,672 shares of iShares Russell Mid-Cap ETF worth $1.52M as of Q1 2026.
Lowe Brockenbrough & Co sold 500 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $49.9K.
iShares Russell Mid-Cap ETF made up 0.08% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #146 holding.
Lowe Brockenbrough & Co first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
Lowe Brockenbrough & Co's iShares Russell Mid-Cap ETF position peaked at $1.78M in Q1 2024.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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