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 Q3	$473K	Sell	1,136 -404	-26%	-$168K	0.09%	164
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

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Fermata Advisors's IWB Position: Q3 2026 in Review

Fermata Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 26% in Q3 2026, selling an estimated $168K and leaving 1,136 shares worth $473K. The position accounts for 0.09% of the portfolio, ranked #164.

Fermata Advisors first reported a position in IWB in Q1 2024 and has held it in 11 quarters since. The position peaked at $918K in Q3 2024. 545 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Fermata Advisors held 1,136 shares of iShares Russell 1000 ETF worth $473K as of Q3 2026.
Fermata Advisors sold 404 iShares Russell 1000 ETF shares in Q3 2026, an estimated $168K.
iShares Russell 1000 ETF made up 0.09% of Fermata Advisors's portfolio in Q3 2026, its #164 holding.
Fermata Advisors first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 11 quarters since.
Fermata Advisors's iShares Russell 1000 ETF position peaked at $918K in Q3 2024.
545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.