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CFM Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

CFM Wealth Partners’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
Q2 		$2.76M Sell
6,745
-72
-1% -$28.5K 0.35% 57
2026
Q1 		$2.43M Sell
6,817
-457
-6% -$170K 0.36% 56
2025
Q4 		$2.72M Buy
7,274
+52
+0.7% +$19.3K 0.39% 50
2025
Q3 		$2.64M Buy
7,222
+78
+1% +$27.5K 0.38% 51
2025
Q2 		$2.43M Sell
7,144
-39
-0.5% -$12.2K 0.39% 50
2025
Q1 		$2.2M Buy
7,183
+48
+0.7% +$15.5K 0.39% 52
2024
Q4 		$2.3M Sell
7,135
-1,323
-16% -$429K 0.39% 54
2024
Q3 		$2.66M Sell
8,458
-255
-3% -$77.2K 0.46% 51
2024
Q2 		$2.59M Sell
8,713
-404
-4% -$116K 0.48% 50
2024
Q1 		$2.63M Sell
9,117
-1,343
-13% -$368K 0.53% 48
2023
Q4 		$2.74M Buy
10,460
+227
+2% +$55.6K 0.62% 44
2023
Q3 		$2.4M Sell
10,233
-247
-2% -$60.5K 0.63% 43
2023
Q2 		$2.55M Sell
10,480
-14
-0.1% -$3.22K 0.62% 45
2023
Q1 		$2.36M Sell
10,494
-461
-4% -$101K 0.64% 47
2022
Q4 		$2.31M Buy
10,955
+184
+2% +$39K 0.69% 44
2022
Q3 		$2.13M Buy
10,771
+106
+1% +$23.2K 0.68% 42
2022
Q2 		$2.22M Sell
10,665
-108
-1% -$24.4K 0.67% 42
2022
Q1 		$2.69M Sell
10,773
-52
-0.5% -$12.8K 0.64% 41
2021
Q4 		$2.88M Sell
10,825
-894
-8% -$230K 0.64% 45
2021
Q3 		$2.83M Buy
11,719
+21
+0.2% +$5.22K 0.71% 40
2021
Q2 		$2.83M Sell
11,698
-1
-0% -$236 0.75% 36
2021
Q1 		$2.62M Sell
11,699
-252
-2% -$55.2K 0.79% 36
2020
Q4 		$2.53M Sell
11,951
-238
-2% -$47.5K 0.81% 35
2020
Q3 		$2.28M Sell
12,189
-77
-0.6% -$14.2K 0.83% 35
2020
Q2 		$2.1M Sell
12,266
-1,462
-11% -$237K 0.8% 32
2020
Q1 		$1.94M Sell
13,728
-149
-1% -$25.2K 0.9% 30
2019
Q4 		$2.55M Buy
+13,877
New +$2.37M 0.94% 30

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CFM Wealth Partners's IWB Position: Q2 2026 in Review

CFM Wealth Partners reduced its iShares Russell 1000 ETF (IWB) stake by 1.1% in Q2 2026, selling an estimated $28.5K and leaving 6,745 shares worth $2.76M. The position accounts for 0.35% of the portfolio, ranked #57.

CFM Wealth Partners first reported a position in IWB in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.88M in Q4 2021. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • CFM Wealth Partners held 6,745 shares of iShares Russell 1000 ETF worth $2.76M as of Q2 2026.
  • CFM Wealth Partners sold 72 iShares Russell 1000 ETF shares in Q2 2026, an estimated $28.5K.
  • iShares Russell 1000 ETF made up 0.35% of CFM Wealth Partners's portfolio in Q2 2026, its #57 holding.
  • CFM Wealth Partners first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 27 quarters since.
  • CFM Wealth Partners's iShares Russell 1000 ETF position peaked at $2.88M in Q4 2021.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.