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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
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

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

CFM Wealth Partners's IWB Position: Q1 2026 in Review

CFM Wealth Partners reduced its iShares Russell 1000 ETF (IWB) stake by 6.3% in Q1 2026, selling an estimated $170K and leaving 6,817 shares worth $2.43M. The position accounts for 0.36% of the portfolio, ranked #56.

CFM Wealth Partners first reported a position in IWB in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.88M in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • CFM Wealth Partners held 6,817 shares of iShares Russell 1000 ETF worth $2.43M as of Q1 2026.
  • CFM Wealth Partners sold 457 iShares Russell 1000 ETF shares in Q1 2026, an estimated $170K.
  • iShares Russell 1000 ETF made up 0.36% of CFM Wealth Partners's portfolio in Q1 2026, its #56 holding.
  • CFM Wealth Partners first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 26 quarters since.
  • CFM Wealth Partners's iShares Russell 1000 ETF position peaked at $2.88M in Q4 2021.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on CFM Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.