FW
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Fairway Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Fairway Wealth’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 		$825K Sell
2,016
-163
-7% -$64.6K 0.19% 38
2026
Q1 		$777K Buy
2,179
+1,756
+415% +$654K 0.21% 39
2025
Q4 		$158K Sell
423
-79
-16% -$29.3K 0.04% 65
2025
Q3 		$184K Buy
502
+100
+25% +$35.2K 0.05% 62
2025
Q2 		$137K Buy
+402
New +$126K 0.04% 67

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
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
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 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
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Fairway Wealth's IWB Position: Q2 2026 in Review

Fairway Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 7.5% in Q2 2026, selling an estimated $64.6K and leaving 2,016 shares worth $825K. The position accounts for 0.19% of the portfolio, ranked #38.

Fairway Wealth first reported a position in IWB in Q2 2025 and has held it in 5 quarters since. 511 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Fairway Wealth held 2,016 shares of iShares Russell 1000 ETF worth $825K as of Q2 2026.
  • Fairway Wealth sold 163 iShares Russell 1000 ETF shares in Q2 2026, an estimated $64.6K.
  • iShares Russell 1000 ETF made up 0.19% of Fairway Wealth's portfolio in Q2 2026, its #38 holding.
  • Fairway Wealth first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 5 quarters since.
  • 511 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.