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

Brown Financial Advisory’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.03M Sell
16,218
-345
-2% -$42.2K 0.85% 8
2026
Q2 		$2.06M Sell
16,563
-905
-5% -$109K 0.86% 9
2026
Q1 		$1.86M Hold
17,468
– – 0.92% 9
2025
Q4 		$2.07M Sell
17,468
-1,852
-10% -$219K 1.04% 10
2025
Q3 		$2.26M Sell
19,320
-156
-0.8% -$17.4K 1.18% 8
2025
Q2 		$2.07M Buy
19,476
+392
+2% +$37.5K 1.14% 10
2025
Q1 		$1.72M Buy
19,084
+4,320
+29% +$426K 1.08% 10
2024
Q4 		$1.48M Sell
14,764
-184
-1% -$18.1K 1.05% 11
2024
Q3 		$1.4M Hold
14,948
– – 0.99% 12
2024
Q2 		$1.36M Sell
14,948
-672
-4% -$57.4K 1.05% 12
2024
Q1 		$1.32M Hold
15,620
– – 1.02% 13
2023
Q4 		$1.18M Sell
15,620
-676
-4% -$47.8K 0.96% 13
2023
Q3 		$1.08M Sell
16,296
-152
-0.9% -$10.5K 0.96% 13
2023
Q2 		$1.13M Sell
16,448
-80
-0.5% -$5.09K 0.92% 15
2023
Q1 		$1.01M Sell
16,528
-168
-1% -$9.7K 0.97% 15
2022
Q4 		$894K Sell
16,696
-704
-4% -$38.7K 0.92% 17
2022
Q3 		$915K Sell
17,400
-284
-2% -$16.7K 0.88% 18
2022
Q2 		$967K Hold
17,684
– – 1.04% 13
2022
Q1 		$1.23M Sell
17,684
-4,240
-19% -$289K 1% 15
2021
Q4 		$1.68M Sell
21,924
-2,124
-9% -$157K 1.47% 10
2021
Q3 		$1.65M Sell
24,048
-1,264
-5% -$89.4K 1.36% 10
2021
Q2 		$1.72M Sell
25,312
-620
-2% -$40K 1.43% 10
2021
Q1 		$1.58M Sell
25,932
-3,404
-12% -$207K 1.39% 11
2020
Q4 		$1.77M Buy
+29,336
New +$1.67M 1.57% 12

Other funds holding IWF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Brown Financial Advisory's IWF Position: Q3 2026 in Review

Brown Financial Advisory reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.1% in Q3 2026, selling an estimated $42.2K and leaving 16,218 shares worth $2.03M. The position accounts for 0.85% of the portfolio, ranked #8.

Brown Financial Advisory first reported a position in IWF in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.26M in Q3 2025. 1,838 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Brown Financial Advisory held 16,218 shares of iShares Russell 1000 Growth ETF worth $2.03M as of Q3 2026.
  • Brown Financial Advisory sold 345 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $42.2K.
  • iShares Russell 1000 Growth ETF made up 0.85% of Brown Financial Advisory's portfolio in Q3 2026, its #8 holding.
  • Brown Financial Advisory first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • Brown Financial Advisory's iShares Russell 1000 Growth ETF position peaked at $2.26M in Q3 2025.
  • 1,838 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Brown Financial Advisory's 13F filing for Q3 2026, filed 5 Nov 2026.