Ownership history in Brown Financial Advisory · 21 quarters on record
This page tracks every 13F SEC filing in which Brown Financial Advisory reported a position in ISHARES TR (IWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 3,970 | -1,112 | -21.9% | 0.42% | $835K | $209.54 |
| 2025 Q3 | REDUCED | 5,082 | -35 | -0.7% | 0.54% | $1.0M | $201.84 |
| 2025 Q2 | UNCHANGED | 5,117 | — | 0% | 0.55% | $994K | $191.71 |
| 2025 Q1 | UNCHANGED | 5,117 | — | 0% | 0.60% | $963K | $184.90 |
| 2024 Q4 | REDUCED | 5,117 | -90 | -1.7% | 0.67% | $947K | $181.15 |
| 2024 Q3 | UNCHANGED | 5,207 | — | 0% | 0.70% | $988K | $184.76 |
| 2024 Q2 | REDUCED | 5,207 | -743 | -12.5% | 0.70% | $908K | $168.92 |
| 2024 Q1 | REDUCED | 5,950 | -85 | -1.4% | 0.83% | $1.1M | $172.73 |
| 2023 Q4 | REDUCED | 6,035 | -104 | -1.7% | 0.81% | $997K | $158.67 |
| 2023 Q3 | REDUCED | 6,139 | -95 | -1.5% | 0.83% | $932K | $144.92 |
As of 2025 Q4 — sorted by position size