Brown Financial Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Brown Financial Advisory’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$449K	Hold	1,811	–	–	0.22%	29
2025 Q4	$446K	Hold	1,811	–	–	0.23%	33
2025 Q3	$438K	Hold	1,811	–	–	0.23%	33
2025 Q2	$391K	Hold	1,811	–	–	0.22%	37
2025 Q1	$361K	Sell	1,811 -169	-9%	-$36.7K	0.23%	30
2024 Q4	$438K	Hold	1,980	–	–	0.31%	22
2024 Q3	$437K	Hold	1,980	–	–	0.31%	21
2024 Q2	$402K	Hold	1,980	–	–	0.31%	21
2024 Q1	$416K	Hold	1,980	–	–	0.32%	21
2023 Q4	$397K	Hold	1,980	–	–	0.32%	22
2023 Q3	$350K	Sell	1,980 -10	-0.5%	-$1.88K	0.31%	21
2023 Q2	$373K	Sell	1,990 -128	-6%	-$22.8K	0.3%	21
2023 Q1	$378K	Buy	2,118 +103	+5%	+$19K	0.36%	21
2022 Q4	$351K	Sell	2,015 -41	-2%	-$7.29K	0.36%	21
2022 Q3	$339K	Sell	2,056 -2,114	-51%	-$386K	0.33%	23
2022 Q2	$706K	Sell	4,170 -205	-5%	-$37.8K	0.76%	16
2022 Q1	$898K	Sell	4,375 -237	-5%	-$48.3K	0.73%	19
2021 Q4	$1.03M	Hold	4,612	–	–	0.9%	18
2021 Q3	$1.01M	Sell	4,612 -297	-6%	-$65.8K	0.83%	16
2021 Q2	$1.13M	Sell	4,909 -48	-1%	-$10.8K	0.94%	15
2021 Q1	$1.09M	Sell	4,957 -2,025	-29%	-$442K	0.97%	15
2020 Q4	$1.37M	Buy	+6,982	New	+$1.22M	1.21%	13

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Brown Financial Advisory's IWM Position: Q1 2026 in Review

Brown Financial Advisory held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,811 shares worth $449K. The position accounts for 0.22% of the portfolio, ranked #29.

Brown Financial Advisory first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.37M in Q4 2020. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Brown Financial Advisory held 1,811 shares of iShares Russell 2000 ETF worth $449K as of Q1 2026.
Brown Financial Advisory left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.22% of Brown Financial Advisory's portfolio in Q1 2026, its #29 holding.
Brown Financial Advisory first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
Brown Financial Advisory's iShares Russell 2000 ETF position peaked at $1.37M in Q4 2020.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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