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

Brown Financial 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
2026 Q1	$9.75M	Sell	27,359 -699	-2%	-$260K	4.84%	4
2025 Q4	$10.5M	Sell	28,058 -1,182	-4%	-$438K	5.3%	4
2025 Q3	$10.7M	Sell	29,240 -167	-0.6%	-$58.8K	5.6%	4
2025 Q2	$9.99M	Sell	29,407 -97	-0.3%	-$30.4K	5.51%	4
2025 Q1	$9.05M	Sell	29,504 -2,475	-8%	-$800K	5.65%	5
2024 Q4	$10.3M	Sell	31,979 -1,795	-5%	-$581K	7.32%	4
2024 Q3	$10.6M	Sell	33,774 -548	-2%	-$166K	7.51%	4
2024 Q2	$10.2M	Sell	34,322 -2,062	-6%	-$592K	7.85%	4
2024 Q1	$10.5M	Sell	36,384 -2,671	-7%	-$732K	8.14%	4
2023 Q4	$10.2M	Sell	39,055 -786	-2%	-$192K	8.34%	4
2023 Q3	$9.36M	Sell	39,841 -1,147	-3%	-$281K	8.29%	4
2023 Q2	$9.99M	Sell	40,988 -1,136	-3%	-$262K	8.15%	5
2023 Q1	$9.49M	Sell	42,124 -950	-2%	-$209K	9.13%	4
2022 Q4	$9.07M	Sell	43,074 -549	-1%	-$116K	9.35%	4
2022 Q3	$8.61M	Sell	43,623 -26,289	-38%	-$5.77M	8.26%	6
2022 Q2	$14.5M	Sell	69,912 -4,131	-6%	-$934K	15.56%	2
2022 Q1	$18.5M	Buy	74,043 +27	+0%	+$6.67K	15.05%	2
2021 Q4	$19.6M	Sell	74,016 -2,743	-4%	-$706K	17.16%	2
2021 Q3	$18.6M	Sell	76,759 -1,018	-1%	-$253K	15.29%	2
2021 Q2	$18.8M	Sell	77,777 -1,523	-2%	-$359K	15.69%	2
2021 Q1	$17.8M	Sell	79,300 -5,574	-7%	-$1.22M	15.69%	2
2020 Q4	$18M	Buy	+84,874	New	+$16.9M	15.93%	2

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 Financial Advisory's IWB Position: Q1 2026 in Review

Brown Financial Advisory reduced its iShares Russell 1000 ETF (IWB) stake by 2.5% in Q1 2026, selling an estimated $260K and leaving 27,359 shares worth $9.75M. The position accounts for 4.84% of the portfolio, ranked #4.

Brown Financial Advisory first reported a position in IWB in Q4 2020 and has held it in 22 quarters since. The position peaked at $19.6M in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Brown Financial Advisory held 27,359 shares of iShares Russell 1000 ETF worth $9.75M as of Q1 2026.
Brown Financial Advisory sold 699 iShares Russell 1000 ETF shares in Q1 2026, an estimated $260K.
iShares Russell 1000 ETF made up 4.84% of Brown Financial Advisory's portfolio in Q1 2026, its #4 holding.
Brown Financial Advisory first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 22 quarters since.
Brown Financial Advisory's iShares Russell 1000 ETF position peaked at $19.6M in Q4 2021.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Brown Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.