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Financial Management Professionals’s iShares Russell 1000 ETF IWB Stock Holding History

Financial Management Professionals’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 		$56.3M Buy
137,398
+20,974
+18% +$8.31M 5.34% 7
2026
Q1 		$41.5M Buy
116,424
+409
+0.4% +$152K 4.66% 7
2025
Q4 		$43.3M Sell
116,015
-5,175
-4% -$1.92M 4.47% 7
2025
Q3 		$44.3M Buy
121,190
+2,752
+2% +$969K 4.61% 7
2025
Q2 		$40.2M Sell
118,438
-5,289
-4% -$1.66M 4.52% 7
2025
Q1 		$38M Buy
123,727
+15,758
+15% +$5.1M 4.85% 8
2024
Q4 		$34.8M Buy
107,969
+2,363
+2% +$765K 4.4% 7
2024
Q3 		$33.2M Sell
105,606
-26,091
-20% -$7.9M 4.12% 6
2024
Q2 		$39.2M Buy
131,697
+22,995
+21% +$6.6M 5.38% 4
2024
Q1 		$31.3M Sell
108,702
-588
-0.5% -$161K 4.61% 5
2023
Q4 		$28.7M Sell
109,290
-369
-0.3% -$90.3K 4.67% 5
2023
Q3 		$25.8M Buy
109,659
+243
+0.2% +$59.5K 4.53% 6
2023
Q2 		$26.7M Sell
109,416
-1,626
-1% -$374K 4.46% 6
2023
Q1 		$25M Sell
111,042
-32,870
-23% -$7.23M 4.83% 6
2022
Q4 		$30.3M Buy
143,912
+33,081
+30% +$7M 6.2% 4
2022
Q3 		$21.9M Buy
110,831
+296
+0.3% +$64.9K 5.01% 6
2022
Q2 		$23M Buy
110,535
+5,338
+5% +$1.21M 5.57% 5
2022
Q1 		$26.3M Buy
105,197
+834
+0.8% +$206K 5.7% 5
2021
Q4 		$27.6M Buy
104,363
+689
+0.7% +$177K 5.85% 4
2021
Q3 		$25.1M Sell
103,674
-4,684
-4% -$1.16M 5.78% 4
2021
Q2 		$26.2M Buy
108,358
+1,950
+2% +$459K 6.75% 4
2021
Q1 		$23.8M Buy
106,408
+17
+0% +$3.72K 6.37% 4
2020
Q4 		$22.5M Sell
106,391
-65
-0.1% -$13K 6.32% 5
2020
Q3 		$19.9M Sell
106,456
-891
-0.8% -$165K 7.11% 5
2020
Q2 		$18.4M Sell
107,347
-363
-0.3% -$58.7K 6.36% 5
2020
Q1 		$15.2M Sell
107,710
-5,454
-5% -$922K 6.46% 6
2019
Q4 		$20.2M Buy
113,164
+458
+0.4% +$78.2K 6.68% 6
2019
Q3 		$18.5M Buy
112,706
+4,651
+4% +$763K 6.84% 4
2019
Q2 		$17.6M Sell
108,055
-2,441
-2% -$391K 6.52% 3
2019
Q1 		$17.4M Buy
110,496
+7,025
+7% +$1.06M 6.98% 3
2018
Q4 		$14.3M Buy
103,471
+1,397
+1% +$209K 8.94% 3
2018
Q3 		$16.5M Sell
102,074
-6,606
-6% -$1.05M 6.41% 4
2018
Q2 		$16.5M Buy
108,680
+16,198
+18% +$2.44M 6.73% 4
2018
Q1 		$13.6M Sell
92,482
-4,591
-5% -$698K 7.03% 2
2017
Q4 		$14.4M Buy
97,073
+300
+0.3% +$43.4K 6.09% 3
2017
Q3 		$13.5M Buy
96,773
+1,710
+2% +$235K 5.93% 3
2017
Q2 		$12.9M Buy
95,063
+454
+0.5% +$60.6K 5.83% 5
2017
Q1 		$12.4M Buy
94,609
+10,798
+13% +$1.4M 6.34% 5
2016
Q4 		$10.4M Sell
83,811
-2,597
-3% -$316K 5.43% 5
2016
Q3 		$10.4M Sell
86,408
-309
-0.4% -$37.1K 5.39% 5
2016
Q2 		$10.1M Buy
86,717
+236
+0.3% +$27.2K 5.33% 4
2016
Q1 		$9.87M Buy
86,481
+1,054
+1% +$114K 5.11% 5
2015
Q4 		$9.68M Buy
85,427
+2,153
+3% +$246K 4.96% 5
2015
Q3 		$8.91M Buy
83,274
+3,431
+4% +$390K 6.03% 4
2015
Q2 		$9.26M Buy
79,843
+1,351
+2% +$159K 4.34% 4
2015
Q1 		$9.09M Buy
78,492
+397
+0.5% +$45.8K 4.26% 6
2014
Q4 		$8.95M Buy
78,095
+1,356
+2% +$152K 4.94% 5
2014
Q3 		$8.43M Buy
76,739
+919
+1% +$102K 5.75% 4
2014
Q2 		$8.35M Buy
75,820
+1,906
+3% +$203K 5.53% 5
2014
Q1 		$7.74M Buy
73,914
+3,232
+5% +$333K 5.32% 5
2013
Q4 		$7.29M Sell
70,682
-224
-0.3% -$22.2K 4.92% 4
2013
Q3 		$6.68M Buy
70,906
+1,594
+2% +$149K 4.13% 7
2013
Q2 		$6.23M Buy
+69,312
New +$6.21M 4.58% 5

Other funds holding IWB

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
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Financial Management Professionals's IWB Position: Q2 2026 in Review

Financial Management Professionals increased its iShares Russell 1000 ETF (IWB) stake by 18% in Q2 2026, buying an estimated $8.31M and bringing the position to 137,398 shares worth $56.3M. The position accounts for 5.34% of the portfolio, ranked #7.

Financial Management Professionals first reported a position in IWB in Q2 2013 and has held it in 53 quarters since. 278 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Financial Management Professionals held 137,398 shares of iShares Russell 1000 ETF worth $56.3M as of Q2 2026.
  • Financial Management Professionals bought 20,974 iShares Russell 1000 ETF shares in Q2 2026, an estimated $8.31M.
  • iShares Russell 1000 ETF made up 5.34% of Financial Management Professionals's portfolio in Q2 2026, its #7 holding.
  • Financial Management Professionals first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 53 quarters since.
  • 278 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.