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 Q2	$11.1M	Sell	27,165 -194	-0.7%	-$76.9K	4.65%	4
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Financial Advisory's IWB Position: Q2 2026 in Review

Brown Financial Advisory reduced its iShares Russell 1000 ETF (IWB) stake by 0.71% in Q2 2026, selling an estimated $76.9K and leaving 27,165 shares worth $11.1M. The position accounts for 4.65% of the portfolio, ranked #4.

Brown Financial Advisory first reported a position in IWB in Q4 2020 and has held it in 23 quarters since. The position peaked at $19.6M in Q4 2021. 1,551 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Brown Financial Advisory held 27,165 shares of iShares Russell 1000 ETF worth $11.1M as of Q2 2026.
Brown Financial Advisory sold 194 iShares Russell 1000 ETF shares in Q2 2026, an estimated $76.9K.
iShares Russell 1000 ETF made up 4.65% of Brown Financial Advisory's portfolio in Q2 2026, its #4 holding.
Brown Financial Advisory first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
Brown Financial Advisory's iShares Russell 1000 ETF position peaked at $19.6M in Q4 2021.
1,551 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Brown Financial Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.