Center for Wealth Management Advisory’s iShares Russell 1000 ETF IWB Stock Holding History

Center for Wealth Management Advisory’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	$2.73M	Sell	7,663 -2,433	-24%	-$907K	1.97%	7
2025 Q4	$3.77M	Buy	+10,096	New	+$3.74M	2.78%	7

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Center for Wealth Management Advisory's IWB Position: Q1 2026 in Review

Center for Wealth Management Advisory reduced its iShares Russell 1000 ETF (IWB) stake by 24% in Q1 2026, selling an estimated $907K and leaving 7,663 shares worth $2.73M. The position accounts for 1.97% of the portfolio, ranked #7.

Center for Wealth Management Advisory first reported a position in IWB in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.77M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Center for Wealth Management Advisory held 7,663 shares of iShares Russell 1000 ETF worth $2.73M as of Q1 2026.
Center for Wealth Management Advisory sold 2,433 iShares Russell 1000 ETF shares in Q1 2026, an estimated $907K.
iShares Russell 1000 ETF made up 1.97% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #7 holding.
Center for Wealth Management Advisory first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 2 quarters since.
Center for Wealth Management Advisory's iShares Russell 1000 ETF position peaked at $3.77M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.