BROWN, LISLE/CUMMINGS, INC.
Position in IWD — iShares Russell 1000 Value ETF
CIK 14745
PROVIDENCE, RI
All Filings in IWD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 IWD | $683,410 | 2,819 | Shares | Sole | 2026-09-02 | |
| 2026-03-31 IWD | $602,335 | 2,819 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 IWD | $617,347 | 2,935 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 IWD | $597,536 | 2,935 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 IWD | $570,065 | 2,935 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 IWD | $425,617 | 2,262 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 IWD | $418,764 | 2,262 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 IWD | $429,327 | 2,262 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 IWD | $427,800 | 2,452 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 IWD | $443,655 | 2,477 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 IWD | $409,324 | 2,477 | Shares | Sole | 2024-07-01 | |
| 2023-09-30 IWD | $376,058 | 2,477 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 IWD | $390,944 | 2,477 | Shares | Sole | 2024-07-01 | |
| 2023-03-31 IWD | $377,148 | 2,477 | Shares | Sole | 2024-07-01 | |
| 2022-12-31 IWD | $375,637 | 2,477 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 IWD | $407,970 | 3,000 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 IWD | $382,720 | 2,640 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 IWD | $515,035 | 3,103 | Shares | Sole | 2024-07-01 | |
| 2021-12-31 IWD | $521,086 | 3,103 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||