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AFT Forsyth & Company’s iShares Russell 1000 ETF IWB Stock Holding History

AFT Forsyth & Company’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$328K Sell
920
-14
-1% -$5.22K 0.15% 98
2025
Q4 		$349K Buy
934
+3
+0.3% +$1.11K 0.15% 97
2025
Q3 		$340K Sell
931
-13
-1% -$4.58K 0.16% 90
2025
Q2 		$321K Buy
944
+2
+0.2% +$628 0.16% 90
2025
Q1 		$289K Sell
942
-12
-1% -$3.88K 0.16% 104
2024
Q4 		$307K Sell
954
-12
-1% -$3.89K 0.15% 107
2024
Q3 		$304K Buy
966
+3
+0.3% +$909 0.15% 108
2024
Q2 		$287K Buy
963
+2
+0.2% +$574 0.14% 116
2024
Q1 		$277K Buy
961
+3
+0.3% +$822 0.16% 119
2023
Q4 		$251K Sell
958
-13
-1% -$3.18K 0.16% 119
2023
Q3 		$228K Hold
971
– – 0.17% 116
2023
Q2 		$237K Buy
971
+2
+0.2% +$461 0.17% 120
2023
Q1 		$218K Buy
969
+3
+0.3% +$660 0.17% 128
2022
Q4 		$203K Buy
+966
New +$204K 0.17% 131
2022
Q2 		– Sell
-955
Closed -$239K – 142
2022
Q1 		$239K Buy
955
+3
+0.3% +$741 0.15% 133
2021
Q4 		$252K Buy
952
+2
+0.2% +$515 0.13% 139
2021
Q3 		$230K Hold
950
– – 0.12% 143
2021
Q2 		$230K Hold
950
– – 0.12% 145
2021
Q1 		$213K Hold
950
– – 0.13% 147
2020
Q4 		$201K Buy
+950
New +$190K 0.13% 143
2013
Q3 		$98K Buy
1,040
+20
+2% +$1.87K 0.13% 141
2013
Q2 		$92K Buy
+1,020
New +$91.3K 0.13% 132

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AFT Forsyth & Company's IWB Position: Q1 2026 in Review

AFT Forsyth & Company reduced its iShares Russell 1000 ETF (IWB) stake by 1.5% in Q1 2026, selling an estimated $5.22K and leaving 920 shares worth $328K. The position accounts for 0.15% of the portfolio, ranked #98.

AFT Forsyth & Company first reported a position in IWB in Q2 2013 and has held it in 22 quarters since. The position peaked at $349K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • AFT Forsyth & Company held 920 shares of iShares Russell 1000 ETF worth $328K as of Q1 2026.
  • AFT Forsyth & Company sold 14 iShares Russell 1000 ETF shares in Q1 2026, an estimated $5.22K.
  • iShares Russell 1000 ETF made up 0.15% of AFT Forsyth & Company's portfolio in Q1 2026, its #98 holding.
  • AFT Forsyth & Company first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 22 quarters since.
  • AFT Forsyth & Company's iShares Russell 1000 ETF position peaked at $349K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.