CM Wealth Advisors
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CM Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

CM Wealth Advisors’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
Q3 		$10.9M Sell
26,294
-286
-1% -$119K 1.81% 13
2026
Q2 		$10.9M Sell
26,580
-180
-0.7% -$71.3K 1.96% 12
2026
Q1 		$9.5M Buy
26,760
+601
+2% +$224K 2.03% 12
2025
Q4 		$9.8M Buy
26,159
+268
+1% +$99.3K 2.21% 12
2025
Q3 		$9.46M Sell
25,891
-1,361
-5% -$479K 2.49% 11
2025
Q2 		$9.25M Sell
27,252
-950
-3% -$298K 2.72% 11
2025
Q1 		$8.65M Hold
28,202
– – 2.77% 8
2024
Q4 		$9.09M Sell
28,202
-1,485
-5% -$481K 2.97% 8
2024
Q3 		$9.33M Buy
29,687
+5,310
+22% +$1.61M 3.02% 7
2024
Q2 		$7.25M Sell
24,377
-38,155
-61% -$11M 3.45% 5
2024
Q1 		$17.8M Buy
62,532
+34,561
+124% +$9.47M 5.08% 5
2023
Q4 		$7.34M Hold
27,971
– – 3.15% 6
2023
Q3 		$6.89M Sell
27,971
-40,897
-59% -$10M 2.65% 5
2023
Q2 		$17.3M Buy
+68,868
New +$15.9M 5.68% 5
2023
Q1 		– Sell
-27,537
Closed -$5.8M – 425
2022
Q4 		$5.8M Buy
27,537
+7,807
+40% +$1.65M 2.96% 6
2022
Q3 		$3.22M Buy
19,730
+9,859
+100% +$2.16M 1.79% 8
2022
Q2 		$2.05M Buy
+9,871
New +$2.23M 1.26% 13

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

CM Wealth Advisors's IWB Position: Q3 2026 in Review

CM Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 1.1% in Q3 2026, selling an estimated $119K and leaving 26,294 shares worth $10.9M. The position accounts for 1.81% of the portfolio, ranked #13.

CM Wealth Advisors first reported a position in IWB in Q2 2022 and has held it in 17 quarters since. The position peaked at $17.8M in Q1 2024. 1,112 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • CM Wealth Advisors held 26,294 shares of iShares Russell 1000 ETF worth $10.9M as of Q3 2026.
  • CM Wealth Advisors sold 286 iShares Russell 1000 ETF shares in Q3 2026, an estimated $119K.
  • iShares Russell 1000 ETF made up 1.81% of CM Wealth Advisors's portfolio in Q3 2026, its #13 holding.
  • CM Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 17 quarters since.
  • CM Wealth Advisors's iShares Russell 1000 ETF position peaked at $17.8M in Q1 2024.
  • 1,112 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on CM Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.