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

Fire 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 Q3	$12.7M	Buy	30,413 +1,296	+4%	+$539K	3.29%	5
2026 Q2	$11.9M	Sell	29,117 -1,081	-4%	-$428K	4.85%	2
2026 Q1	$10.8M	Sell	30,198 -933	-3%	-$348K	5.04%	2
2025 Q4	$11.6M	Buy	31,131 +841	+3%	+$312K	5.8%	2
2025 Q3	$11.1M	Buy	30,290 +1,097	+4%	+$386K	6.36%	2
2025 Q2	$9.9M	Buy	29,193 +452	+2%	+$142K	6.29%	2
2025 Q1	$8.82M	Buy	28,741 +4,510	+19%	+$1.46M	6.48%	2
2024 Q4	$7.81M	Buy	+24,231	New	+$7.85M	5.81%	2

Other funds holding IWB

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Fire Capital Management's IWB Position: Q3 2026 in Review

Fire Capital Management increased its iShares Russell 1000 ETF (IWB) stake by 4.5% in Q3 2026, buying an estimated $539K and bringing the position to 30,413 shares worth $12.7M. The position accounts for 3.29% of the portfolio, ranked #5.

Fire Capital Management first reported a position in IWB in Q4 2024 and has held it in 8 quarters since. 688 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Fire Capital Management held 30,413 shares of iShares Russell 1000 ETF worth $12.7M as of Q3 2026.
Fire Capital Management bought 1,296 iShares Russell 1000 ETF shares in Q3 2026, an estimated $539K.
iShares Russell 1000 ETF made up 3.29% of Fire Capital Management's portfolio in Q3 2026, its #5 holding.
Fire Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 8 quarters since.
688 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Fire Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.