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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Brown Advisory's IWB Position: Q1 2026 in Review

Brown Advisory increased its iShares Russell 1000 ETF (IWB) stake by 1% in Q1 2026, buying an estimated $758K and bringing the position to 203,909 shares worth $72.7M. The position accounts for 0.12% of the portfolio, ranked #133.

Brown Advisory first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $93.6M in Q4 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Brown Advisory held 203,909 shares of iShares Russell 1000 ETF worth $72.7M as of Q1 2026.
Brown Advisory bought 2,035 iShares Russell 1000 ETF shares in Q1 2026, an estimated $758K.
iShares Russell 1000 ETF made up 0.12% of Brown Advisory's portfolio in Q1 2026, its #133 holding.
Brown Advisory first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
Brown Advisory's iShares Russell 1000 ETF position peaked at $93.6M in Q4 2024.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.