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CMH Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

CMH Wealth Management’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 		$511K Hold
1,248
– – 0.08% 97
2026
Q1 		$445K Buy
+1,248
New +$465K 0.08% 97

Other funds holding IWB

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

CMH Wealth Management's IWB Position: Q2 2026 in Review

CMH Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,248 shares worth $511K. The position accounts for 0.08% of the portfolio, ranked #97.

CMH Wealth Management first reported a position in IWB in Q1 2026 and has held it in 2 quarters since. 278 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • CMH Wealth Management held 1,248 shares of iShares Russell 1000 ETF worth $511K as of Q2 2026.
  • CMH Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.08% of CMH Wealth Management's portfolio in Q2 2026, its #97 holding.
  • CMH Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2026 and has held it in 2 quarters since.
  • 278 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.