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

Brown Wealth Management's IWV Position: Q2 2026 in Review

Brown Wealth Management increased its iShares Russell 3000 ETF (IWV) stake by 50% in Q2 2026, buying an estimated $547K and bringing the position to 3,987 shares worth $1.7M. The position accounts for 0.38% of the portfolio, ranked #42.

Brown Wealth Management first reported a position in IWV in Q2 2023 and has held it in 13 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

• Brown Wealth Management held 3,987 shares of iShares Russell 3000 ETF worth $1.7M as of Q2 2026.
• Brown Wealth Management bought 1,327 iShares Russell 3000 ETF shares in Q2 2026, an estimated $547K.
• iShares Russell 3000 ETF made up 0.38% of Brown Wealth Management's portfolio in Q2 2026, its #42 holding.
• Brown Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2023 and has held it in 13 quarters since.
• 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.