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Lowe Brockenbrough & Co’s iShares Russell 3000 ETF IWV Stock Holding History

Lowe Brockenbrough & Co’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.46M Buy
12,814
+142
+1% +$58.5K 0.24% 81
2026
Q1 		$4.7M Hold
12,672
– – 0.23% 88
2025
Q4 		$4.9M Sell
12,672
-6,425
-34% -$2.47M 0.24% 86
2025
Q3 		$7.24M Sell
19,097
-667
-3% -$243K 0.37% 69
2025
Q2 		$6.94M Buy
19,764
+15,865
+407% +$5.15M 0.39% 67
2025
Q1 		$1.24M Hold
3,899
– – 0.08% 156
2024
Q4 		$1.3M Hold
3,899
– – 0.08% 149
2024
Q3 		$1.27M Hold
3,899
– – 0.08% 159
2024
Q2 		$1.2M Buy
3,899
+3
+0.1% +$895 0.08% 158
2024
Q1 		$1.17M Sell
3,896
-171
-4% -$48.8K 0.08% 165
2023
Q4 		$1.11M Hold
4,067
– – 0.09% 169
2023
Q3 		$1M Hold
4,067
– – 0.08% 171
2023
Q2 		$1.03M Sell
4,067
-50
-1% -$12K 0.08% 171
2023
Q1 		$969K Buy
4,117
+50
+1% +$11.5K 0.08% 174
2022
Q4 		$898K Hold
4,067
– – 0.08% 179
2022
Q3 		$842K Hold
4,067
– – 0.08% 177
2022
Q2 		$884K Hold
4,067
– – 0.08% 178
2022
Q1 		$1.07M Hold
4,067
– – 0.08% 175
2021
Q4 		$1.13M Buy
4,067
+556
+16% +$151K 0.08% 168
2021
Q3 		$895K Hold
3,511
– – 0.07% 186
2021
Q2 		$899K Sell
3,511
-363
-9% -$90.5K 0.08% 158
2021
Q1 		$919K Buy
3,874
+10
+0.3% +$2.32K 0.09% 155
2020
Q4 		$864K Hold
3,864
– – 0.09% 151
2020
Q3 		$756K Hold
3,864
– – 0.09% 151
2020
Q2 		$696K Buy
3,864
+565
+17% +$95.7K 0.09% 156
2020
Q1 		$489K Hold
3,299
– – 0.08% 161
2019
Q4 		$622K Buy
3,299
+1,000
+43% +$180K 0.08% 164
2019
Q3 		$399K Hold
2,299
– – 0.05% 178
2019
Q2 		$396K Buy
2,299
+429
+23% +$72.8K 0.05% 178
2019
Q1 		$312K Buy
+1,870
New +$300K 0.04% 183

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Lowe Brockenbrough & Co increased its iShares Russell 3000 ETF (IWV) stake by 1.1% in Q2 2026, buying an estimated $58.5K and bringing the position to 12,814 shares worth $5.46M. The position accounts for 0.24% of the portfolio, ranked #81.

Lowe Brockenbrough & Co first reported a position in IWV in Q1 2019 and has held it in 30 quarters since. The position peaked at $7.24M in Q3 2025. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Lowe Brockenbrough & Co held 12,814 shares of iShares Russell 3000 ETF worth $5.46M as of Q2 2026.
  • Lowe Brockenbrough & Co bought 142 iShares Russell 3000 ETF shares in Q2 2026, an estimated $58.5K.
  • iShares Russell 3000 ETF made up 0.24% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #81 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares Russell 3000 ETF in Q1 2019 and has held it in 30 quarters since.
  • Lowe Brockenbrough & Co's iShares Russell 3000 ETF position peaked at $7.24M in Q3 2025.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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