Ferguson Wellman Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Ferguson Wellman Capital 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	$3.01M	Hold	7,348	–	–	0.04%	154
2026 Q1	$2.62M	Sell	7,348 -245	-3%	-$91.3K	0.04%	152
2025 Q4	$2.84M	Buy	7,593 +66	+0.9%	+$24.4K	0.05%	121
2025 Q3	$2.75M	Hold	7,527	–	–	0.04%	121
2025 Q2	$2.56M	Sell	7,527 -330	-4%	-$104K	0.05%	120
2025 Q1	$2.41M	Sell	7,857 -190	-2%	-$61.4K	0.05%	125
2024 Q4	$2.59M	Hold	8,047	–	–	0.05%	129
2024 Q3	$2.53M	Sell	8,047 -170	-2%	-$51.5K	0.05%	130
2024 Q2	$2.44M	Sell	8,217 -125	-1%	-$35.9K	0.05%	129
2024 Q1	$2.4M	Hold	8,342	–	–	0.05%	129
2023 Q4	$2.19M	Buy	8,342 +21	+0.3%	+$5.14K	0.05%	134
2023 Q3	$1.95M	Sell	8,321 -60	-0.7%	-$14.7K	0.05%	135
2023 Q2	$2.04M	Hold	8,381	–	–	0.05%	138
2023 Q1	$1.89M	Sell	8,381 -45	-0.5%	-$9.9K	0.05%	139
2022 Q4	$1.77M	Buy	8,426 +175	+2%	+$37K	0.05%	150
2022 Q3	$1.63M	Buy	8,251 +1,565	+23%	+$343K	0.06%	128
2022 Q2	$1.39M	Sell	6,686 -390	-6%	-$88.1K	0.05%	146
2022 Q1	$1.77M	Sell	7,076 -60	-0.8%	-$14.8K	0.06%	146
2021 Q4	$1.89M	Hold	7,136	–	–	0.06%	140
2021 Q3	$1.73M	Hold	7,136	–	–	0.06%	146
2021 Q2	$1.73M	Sell	7,136 -206	-3%	-$48.5K	0.06%	142
2021 Q1	$1.64M	Buy	7,342 +210	+3%	+$46K	0.06%	142
2020 Q4	$1.51M	Sell	7,132 -40	-0.6%	-$7.98K	0.04%	196
2020 Q3	$1.34M	Hold	7,172	–	–	0.04%	186
2020 Q2	$1.23M	Hold	7,172	–	–	0.04%	187
2020 Q1	$1.01M	Sell	7,172 -590	-8%	-$99.7K	0.04%	191
2019 Q4	$1.39M	Hold	7,762	–	–	0.04%	195
2019 Q3	$1.28M	Sell	7,762 -280	-3%	-$46K	0.04%	198
2019 Q2	$1.31M	Sell	8,042 -70	-0.9%	-$11.2K	0.04%	186
2019 Q1	$1.28M	Sell	8,112 -90	-1%	-$13.6K	0.04%	192
2018 Q4	$1.14M	Buy	8,202 +2,770	+51%	+$414K	0.04%	198
2018 Q3	$878K	Hold	5,432	–	–	0.03%	196
2018 Q2	$826K	Hold	5,432	–	–	0.03%	199
2018 Q1	$798K	Sell	5,432 -26	-0.5%	-$3.95K	0.03%	209
2017 Q4	$811K	Hold	5,458	–	–	0.03%	207
2017 Q3	$763K	Hold	5,458	–	–	0.03%	202
2017 Q2	$738K	Hold	5,458	–	–	0.03%	203
2017 Q1	$716K	Buy	5,458 +26	+0.5%	+$3.37K	0.03%	205
2016 Q4	$676K	Hold	5,432	–	–	0.03%	204
2016 Q3	$654K	Hold	5,432	–	–	0.03%	192
2016 Q2	$635K	Hold	5,432	–	–	0.03%	197
2016 Q1	$620K	Hold	5,432	–	–	0.03%	201
2015 Q4	$615K	Hold	5,432	–	–	0.03%	222
2015 Q3	$581K	Hold	5,432	–	–	0.03%	221
2015 Q2	$630K	Hold	5,432	–	–	0.03%	226
2015 Q1	$629K	Buy	5,432 +70	+1%	+$8.08K	0.03%	227
2014 Q4	$615K	Hold	5,362	–	–	0.02%	232
2014 Q3	$589K	Hold	5,362	–	–	0.03%	216
2014 Q2	$590K	Buy	5,362 +1,262	+31%	+$134K	0.02%	222
2014 Q1	$430K	Hold	4,100	–	–	0.02%	236
2013 Q4	$423K	Hold	4,100	–	–	0.02%	236
2013 Q3	$386K	Hold	4,100	–	–	0.02%	238
2013 Q2	$369K	Buy	+4,100	New	+$367K	0.03%	143

Other funds holding IWB

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 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

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

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

Ferguson Wellman Capital Management's IWB Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 7,348 shares worth $3.01M. The position accounts for 0.04% of the portfolio, ranked #154.

Ferguson Wellman Capital Management first reported a position in IWB in Q2 2013 and has held it in 53 quarters since. 467 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Ferguson Wellman Capital Management held 7,348 shares of iShares Russell 1000 ETF worth $3.01M as of Q2 2026.
Ferguson Wellman Capital Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.04% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #154 holding.
Ferguson Wellman Capital Management first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 53 quarters since.
467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.