FFT Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

FFT 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 Q1	$352K	Buy	986 +1	+0.1%	+$373	0.06%	77
2025 Q4	$368K	Buy	985 +2	+0.2%	+$741	0.07%	65
2025 Q3	$359K	Buy	983 +1	+0.1%	+$352	0.07%	71
2025 Q2	$341K	Buy	982 +2	+0.2%	+$628	0.07%	78
2025 Q1	$301K	Buy	980 +1	+0.1%	+$323	0.06%	85
2024 Q4	$315K	Buy	979 +2	+0.2%	+$648	0.02%	141
2024 Q3	$307K	Buy	977 +2	+0.2%	+$606	0.02%	132
2024 Q2	$290K	Buy	975 +2	+0.2%	+$574	0.03%	122
2024 Q1	$280K	Buy	973 +1	+0.1%	+$274	0.02%	129
2023 Q4	$255K	Buy	972 +5	+0.5%	+$1.22K	0.02%	111
2023 Q3	$227K	Hold	967	–	–	0.03%	88
2023 Q2	$236K	Buy	967 +1	+0.1%	+$230	0.03%	99
2023 Q1	$218K	Buy	966 +2	+0.2%	+$440	0.03%	106
2022 Q4	$203K	Buy	+964	New	+$204K	0.03%	108

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFT Wealth Management's IWB Position: Q1 2026 in Review

FFT Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 0.1% in Q1 2026, buying an estimated $373 and bringing the position to 986 shares worth $352K. The position accounts for 0.06% of the portfolio, ranked #77.

FFT Wealth Management first reported a position in IWB in Q4 2022 and has held it in 14 quarters since. The position peaked at $368K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

FFT Wealth Management held 986 shares of iShares Russell 1000 ETF worth $352K as of Q1 2026.
FFT Wealth Management bought 1 iShares Russell 1000 ETF share in Q1 2026, an estimated $373.
iShares Russell 1000 ETF made up 0.06% of FFT Wealth Management's portfolio in Q1 2026, its #77 holding.
FFT Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
FFT Wealth Management's iShares Russell 1000 ETF position peaked at $368K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on FFT Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.