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Fermata Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Fermata 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
Q2 		$631K Sell
1,540
-176
-10% -$69.8K 0.13% 133
2026
Q1 		$612K Sell
1,716
-2
-0.1% -$745 0.14% 130
2025
Q4 		$642K Sell
1,718
-2
-0.1% -$741 0.15% 120
2025
Q3 		$629K Sell
1,720
-91
-5% -$32.1K 0.16% 113
2025
Q2 		$615K Hold
1,811
– – 0.16% 120
2025
Q1 		$556K Sell
1,811
-118
-6% -$38.2K 0.1% 148
2024
Q4 		$621K Sell
1,929
-992
-34% -$321K 0.12% 123
2024
Q3 		$918K Sell
2,921
-153
-5% -$46.3K 0.19% 86
2024
Q2 		$915K Buy
3,074
+109
+4% +$31.3K 0.21% 83
2024
Q1 		$854K Buy
+2,965
New +$813K 0.19% 89

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
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
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 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

Fermata Advisors's IWB Position: Q2 2026 in Review

Fermata Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 10% in Q2 2026, selling an estimated $69.8K and leaving 1,540 shares worth $631K. The position accounts for 0.13% of the portfolio, ranked #133.

Fermata Advisors first reported a position in IWB in Q1 2024 and has held it in 10 quarters since. The position peaked at $918K in Q3 2024. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Fermata Advisors held 1,540 shares of iShares Russell 1000 ETF worth $631K as of Q2 2026.
  • Fermata Advisors sold 176 iShares Russell 1000 ETF shares in Q2 2026, an estimated $69.8K.
  • iShares Russell 1000 ETF made up 0.13% of Fermata Advisors's portfolio in Q2 2026, its #133 holding.
  • Fermata Advisors first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 10 quarters since.
  • Fermata Advisors's iShares Russell 1000 ETF position peaked at $918K in Q3 2024.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.