FCM
IWB icon

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

Firestone 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
Q2 		$11.7M Sell
28,560
-395
-1% -$157K 2.18% 12
2026
Q1 		$10.3M Sell
28,955
-213
-0.7% -$79.4K 2.15% 12
2025
Q4 		$10.9M Sell
29,168
-300
-1% -$111K 2.31% 11
2025
Q3 		$10.8M Sell
29,468
-127
-0.4% -$44.7K 2.33% 11
2025
Q2 		$10M Sell
29,595
-53
-0.2% -$16.6K 2.37% 11
2025
Q1 		$9.09M Sell
29,648
-206
-0.7% -$66.6K 2.38% 13
2024
Q4 		$9.62M Buy
29,854
+10
+0% +$3.24K 2.39% 11
2024
Q3 		$9.38M Buy
29,844
+44
+0.1% +$13.3K 2.35% 14
2024
Q2 		$8.87M Buy
29,800
+31
+0.1% +$8.9K 2.42% 12
2024
Q1 		$8.57M Buy
29,769
+39
+0.1% +$10.7K 2.39% 12
2023
Q4 		$7.8M Buy
29,730
+35
+0.1% +$8.57K 2.4% 14
2023
Q3 		$6.98M Buy
29,695
+40
+0.1% +$9.79K 2.39% 13
2023
Q2 		$7.37M Sell
29,655
-62
-0.2% -$14.3K 2.4% 13
2023
Q1 		$6.69M Sell
29,717
-171
-0.6% -$37.6K 2.41% 14
2022
Q4 		$6.29M Buy
29,888
+39
+0.1% +$8.26K 2.34% 14
2022
Q3 		$5.89M Buy
29,849
+50
+0.2% +$11K 2.4% 11
2022
Q2 		$6.19M Sell
29,799
-594
-2% -$134K 2.41% 11
2022
Q1 		$7.6M Buy
30,393
+175
+0.6% +$43.2K 2.49% 11
2021
Q4 		$7.99M Buy
30,218
+875
+3% +$225K 2.52% 11
2021
Q3 		$7.1M Hold
29,343
– – 2.35% 11
2021
Q2 		$7.1M Buy
29,343
+42
+0.1% +$9.9K 2.56% 10
2021
Q1 		$6.56M Sell
29,301
-90
-0.3% -$19.7K 2.33% 10
2020
Q4 		$6.23M Buy
29,391
+38
+0.1% +$7.58K 2.37% 10
2020
Q3 		$5.49M Sell
29,353
-2,135
-7% -$394K 2.46% 9
2020
Q2 		$5.41M Sell
31,488
-2,446
-7% -$396K 2.51% 9
2020
Q1 		$4.8M Buy
33,934
+3,147
+10% +$532K 2.5% 9
2019
Q4 		$5.49M Buy
+30,787
New +$5.25M 2.34% 10

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Firestone Capital Management's IWB Position: Q2 2026 in Review

Firestone Capital Management reduced its iShares Russell 1000 ETF (IWB) stake by 1.4% in Q2 2026, selling an estimated $157K and leaving 28,560 shares worth $11.7M. The position accounts for 2.18% of the portfolio, ranked #12.

Firestone Capital Management first reported a position in IWB in Q4 2019 and has held it in 27 quarters since. 1,549 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Firestone Capital Management held 28,560 shares of iShares Russell 1000 ETF worth $11.7M as of Q2 2026.
  • Firestone Capital Management sold 395 iShares Russell 1000 ETF shares in Q2 2026, an estimated $157K.
  • iShares Russell 1000 ETF made up 2.18% of Firestone Capital Management's portfolio in Q2 2026, its #12 holding.
  • Firestone Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,549 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Firestone Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.