Brown Advisory
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Brown Advisory’s iShares Russell 1000 ETF IWB Stock Holding History

Brown Advisory’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,200
Closed -$14K – 1357
2018
Q2 		$14K Hold
3,200
– – ﹤0.01% 1282
2018
Q1 		$22K Hold
3,200
– – ﹤0.01% 1167
2017
Q4 		$15K Buy
+3,200
New +$463K ﹤0.01% 1217

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory's IWB Position: Q2 2026 in Review

Brown Advisory reduced its iShares Russell 1000 ETF (IWB) stake by 15% in Q2 2026, selling an estimated $12.1M and leaving 173,341 shares worth $71M. The position accounts for 0.11% of the portfolio, ranked #140.

Brown Advisory first reported a position in IWB in Q2 2013 and has held it in 53 quarters since. The position peaked at $93.6M in Q4 2024. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Brown Advisory held 173,341 shares of iShares Russell 1000 ETF worth $71M as of Q2 2026.
  • Brown Advisory sold 30,568 iShares Russell 1000 ETF shares in Q2 2026, an estimated $12.1M.
  • iShares Russell 1000 ETF made up 0.11% of Brown Advisory's portfolio in Q2 2026, its #140 holding.
  • Brown Advisory first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 53 quarters since.
  • Brown Advisory's iShares Russell 1000 ETF position peaked at $93.6M in Q4 2024.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.