Brown Wealth Management, LLC Ishares Russell 3000 ETF Transaction History

Brown Wealth Management, LLC

$356 Billion
Q3 2025

A detailed history of Brown Wealth Management, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Brown Wealth Management, LLC holds 2,126 shares of IWV stock, worth $808,985. This represents 0.23% of its overall portfolio holdings.

Number of Shares

2,126

Previous 2,065 2.95%

Holding current value

$808,985

Previous $725 Million 11.1%

% of portfolio

0.23%

Previous 0.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$351.04 - $379.81 $21,413 - $23,168	61 Added 2.95%	2,126 $805 Million
Q2 2025 Aug 11, 2025	BUY	$281.67 - $351.0 $281 - $351	1 Added 0.05%	2,065 $725 Million
Q4 2024 Feb 13, 2025	BUY	$323.08 - $349.08 $7,753 - $8,377	24 Added 1.18%	2,064 $690 Million
Q3 2024 Nov 14, 2024	BUY	$294.75 - $326.73 $294 - $326	1 Added 0.05%	2,040 $666 Million
Q2 2024 Aug 13, 2024	SELL	$283.16 - $309.9 $36,810 - $40,287	-130 Reduced 5.99%	2,039 $629 Million

Q1 2024 May 13, 2024	BUY	$268.36 - $300.08 $268 - $300	1 Added 0.05%	2,169 $651 Million
Q4 2023 Feb 14, 2024	BUY	$234.36 - $274.87 $937 - $1,099	4 Added 0.18%	2,168 $593 Million
Q3 2023 Nov 14, 2023	BUY	$243.9 - $263.56 $15,121 - $16,340	62 Added 2.95%	2,164 $530 Million
Q2 2023 Aug 08, 2023	BUY	$231.57 - $254.48 $486,760 - $534,916	2,102 New	2,102 $535 Million

Others Institutions Holding IWV

# of Institutions

946

Shares Held

26.8M

Call Options Held

22K

Put Options Held

5.3K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

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Brown Wealth Management, LLC Ishares Russell 3000 ETF Transaction History