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IVESIVES
5 quarters

Position history for BROWN ADVISORY INCBROWN ADVISORY INC's holdings in WEDBUSH SER TR

BROWN ADVISORY INC holds 112,176 shares of IVES (WEDBUSH SER TR), worth $4.3M as of 2026-Q2. The position was increased (+271.6% shares). IVES represents 0.0% of BROWN ADVISORY INC's portfolio.

Current Value

$4.3M

Current Shares

112,176

Total Value Change

+$3.8M

Total Shares Change

+94,506

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
112,176
+271.6%
$4.3M0.0%$38.10
43
2026-Q1
Increased
30,184
+51.1%
$856,3200.0%$29.46
35
2025-Q4
Increased
19,975
+12.0%
$631,4100.0%$31.93
27
2025-Q3
Increased
17,834
+0.9%
$572,8280.0%$31.96
24
2025-Q2
New
17,670
-
$479,0340.0%$26.87
33

Other major holders of IVES: HighTower Advisors, LLC, STIFEL FINANCIAL CORP, RAYMOND JAMES FINANCIAL INC

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