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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
Q1 		$9.54M Buy
26,760
+601
+2% +$224K 2.03% 12
2025
Q4 		$9.77M 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 		$3.22B 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

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

CM Wealth Advisors's IWB Position: Q1 2026 in Review

CM Wealth Advisors increased its iShares Russell 1000 ETF (IWB) stake by 2.3% in Q1 2026, buying an estimated $224K and bringing the position to 26,760 shares worth $9.54M. The position accounts for 2.03% of the portfolio, ranked #12.

CM Wealth Advisors first reported a position in IWB in Q2 2022 and has held it in 15 quarters since. The position peaked at $3.22B in Q3 2022. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • CM Wealth Advisors held 26,760 shares of iShares Russell 1000 ETF worth $9.54M as of Q1 2026.
  • CM Wealth Advisors bought 601 iShares Russell 1000 ETF shares in Q1 2026, an estimated $224K.
  • iShares Russell 1000 ETF made up 2.03% of CM Wealth Advisors's portfolio in Q1 2026, its #12 holding.
  • CM Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 15 quarters since.
  • CM Wealth Advisors's iShares Russell 1000 ETF position peaked at $3.22B in Q3 2022.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.