Brown Miller Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,856
Closed -$384K 122
2022
Q3
$384K Buy
1,856
+1
+0.1% +$230 0.27% 74
2022
Q2
$403K Buy
+1,855
New +$439K 0.27% 70

Other funds holding IWV

Brown Miller Wealth Management's IWV Position: Q4 2022 in Review

Brown Miller Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q4 2022, closing a stake of 1,856 shares — an estimated $384K sold.

Brown Miller Wealth Management first reported a position in IWV in Q2 2022 and held it in 2 quarters. The position peaked at $403K in Q2 2022. 695 funds tracked by Wall St. Rank hold IWV as of Q4 2022.

  • Brown Miller Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q4 2022 after selling out during the quarter.
  • Brown Miller Wealth Management sold 1,856 iShares Russell 3000 ETF shares in Q4 2022, an estimated $384K.
  • Brown Miller Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2022 and held it in 2 quarters.
  • Brown Miller Wealth Management's iShares Russell 3000 ETF position peaked at $403K in Q2 2022.
  • 695 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2022.

Based on Brown Miller Wealth Management's 13F filing for Q4 2022, filed 12 Jan 2023.