Ownership history in BROWN WEALTH MANAGEMENT, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which BROWN WEALTH MANAGEMENT, LLC reported a position in ISHARES TR (IVV). 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 | ADDED | 101,567 | +54,095 | +114.0% | 18.30% | $69.6M | $683.12 |
| 2025 Q3 | REDUCED | 47,472 | -1,447 | -3.0% | 8.92% | $31.8M | $665.17 |
| 2025 Q2 | ADDED | 48,919 | +4,667 | +10.5% | 9.43% | $30.4M | $615.21 |
| 2025 Q1 | ADDED | 44,252 | +5,997 | +15.7% | 8.55% | $24.9M | $555.02 |
| 2024 Q4 | ADDED | 38,255 | +1,084 | +2.9% | 7.98% | $22.5M | $579.67 |
| 2024 Q3 | ADDED | 37,171 | +11,451 | +44.5% | 7.74% | $21.4M | $566.00 |
| 2024 Q2 | REDUCED | 25,720 | -525 | -2.0% | 5.67% | $14.1M | $534.89 |
| 2024 Q1 | INITIATED | 26,245 | — | — | 5.71% | $13.8M | — |
As of 2025 Q4 — sorted by position size