Brown Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
Other funds holding IWV
Brown Wealth Management's IWV Position: Q3 2026 in Review
Brown Wealth Management increased its iShares Russell 3000 ETF (IWV) stake by 1.1% in Q3 2026, buying an estimated $19K and bringing the position to 4,031 shares worth $1.74M. 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 14 quarters since. 570 funds tracked by Wall St. Rank hold IWV as of Q3 2026.
- Brown Wealth Management held 4,031 shares of iShares Russell 3000 ETF worth $1.74M as of Q3 2026.
- Brown Wealth Management bought 44 iShares Russell 3000 ETF shares in Q3 2026, an estimated $19K.
- iShares Russell 3000 ETF made up 0.38% of Brown Wealth Management's portfolio in Q3 2026, its #42 holding.
- Brown Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2023 and has held it in 14 quarters since.
- 570 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.
Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.