CMH Wealth Management
IWB icon

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
Q3 		$519K Hold
1,248
– – 0.08% 88
2026
Q2 		$511K Hold
1,248
– – 0.08% 97
2026
Q1 		$445K Buy
+1,248
New +$465K 0.08% 97

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

CMH Wealth Management's IWB Position: Q3 2026 in Review

CMH Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 1,248 shares worth $519K. The position accounts for 0.08% of the portfolio, ranked #88.

CMH Wealth Management first reported a position in IWB in Q1 2026 and has held it in 3 quarters since. 1,388 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • CMH Wealth Management held 1,248 shares of iShares Russell 1000 ETF worth $519K as of Q3 2026.
  • CMH Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 ETF made up 0.08% of CMH Wealth Management's portfolio in Q3 2026, its #88 holding.
  • CMH Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2026 and has held it in 3 quarters since.
  • 1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on CMH Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.