iShares Russell 3000 Index shares owned by Brown Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Brown Wealth Management
from 13F filings
Historical chart of Brown Wealth Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Brown Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $805k | 2.1k | 378.85 |
| 2025-06-30 | $725k | 2.1k | 351.06 |
| 2025-03-31 | $656k | 2.1k | 317.71 |
| 2024-12-31 | $690k | 2.1k | 334.18 |
| 2024-09-30 | $666k | 2.0k | 326.67 |
| 2024-06-30 | $629k | 2.0k | 308.60 |
| 2024-03-31 | $651k | 2.2k | 300.04 |
| 2023-12-31 | $593k | 2.2k | 273.69 |
| 2023-09-30 | $530k | 2.2k | 245.06 |
| 2023-06-30 | $535k | 2.1k | 254.48 |