BWM
IWV icon

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

Brown Wealth Management’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.7M Buy
3,987
+1,327
+50% +$547K 0.38% 42
2026
Q1 		$986K Buy
2,660
+530
+25% +$205K 0.25% 50
2025
Q4 		$824K Buy
2,130
+4
+0.2% +$1.53K 0.22% 60
2025
Q3 		$805K Buy
2,126
+61
+3% +$22.2K 0.23% 59
2025
Q2 		$725K Buy
2,065
+1
+0% +$325 0.23% 57
2025
Q1 		$656K Hold
2,064
– – 0.23% 54
2024
Q4 		$690K Buy
2,064
+24
+1% +$8.08K 0.24% 46
2024
Q3 		$666K Buy
2,040
+1
+0% +$315 0.24% 49
2024
Q2 		$629K Sell
2,039
-130
-6% -$38.8K 0.25% 51
2024
Q1 		$651K Buy
2,169
+1
+0% +$285 0.27% 46
2023
Q4 		$593K Buy
2,168
+4
+0.2% +$1.02K 0.26% 48
2023
Q3 		$530K Buy
2,164
+62
+3% +$15.8K 0.25% 45
2023
Q2 		$535K Buy
+2,102
New +$505K 0.28% 53

Other funds holding IWV

TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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. 189 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.
  • 189 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.