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

Lowe Brockenbrough & Co’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.4K Hold
250
– – ﹤0.01% 302
2025
Q4 		$35.3K Sell
250
-2,840
-92% -$397K ﹤0.01% 303
2025
Q3 		$432K Buy
3,090
+26
+0.8% +$3.55K 0.02% 232
2025
Q2 		$405K Sell
3,064
-1,800
-37% -$226K 0.02% 232
2025
Q1 		$613K Buy
4,864
+22
+0.5% +$2.87K 0.04% 202
2024
Q4 		$626K Sell
4,842
-312
-6% -$41.8K 0.04% 202
2024
Q3 		$682K Sell
5,154
-101
-2% -$12.8K 0.04% 202
2024
Q2 		$634K Hold
5,255
– – 0.04% 199
2024
Q1 		$659K Buy
5,255
+202
+4% +$23.8K 0.04% 206
2023
Q4 		$588K Hold
5,053
– – 0.05% 203
2023
Q3 		$530K Sell
5,053
-196
-4% -$21.6K 0.04% 207
2023
Q2 		$577K Hold
5,249
– – 0.04% 207
2023
Q1 		$557K Hold
5,249
– – 0.05% 208
2022
Q4 		$553K Hold
5,249
– – 0.05% 204
2022
Q3 		$504K Hold
5,249
– – 0.05% 201
2022
Q2 		$533K Sell
5,249
-6,721
-56% -$751K 0.05% 206
2022
Q1 		$1.43M Sell
11,970
-7,976
-40% -$939K 0.11% 159
2021
Q4 		$2.44M Buy
19,946
+14,797
+287% +$1.77M 0.18% 112
2021
Q3 		$583K Hold
5,149
– – 0.05% 202
2021
Q2 		$592K Buy
5,149
+2,031
+65% +$233K 0.05% 172
2021
Q1 		$341K Buy
+3,118
New +$325K 0.03% 192

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Lowe Brockenbrough & Co held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 250 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Lowe Brockenbrough & Co first reported a position in IWS in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.44M in Q4 2021. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Lowe Brockenbrough & Co held 250 shares of iShares Russell Mid-Cap Value ETF worth $36.4K as of Q1 2026.
  • Lowe Brockenbrough & Co left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #302 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2021 and has held it in 21 quarters since.
  • Lowe Brockenbrough & Co's iShares Russell Mid-Cap Value ETF position peaked at $2.44M in Q4 2021.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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