FORM Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

FORM Wealth 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 Q2	$655K	Sell	1,600 -24	-1%	-$9.51K	0.07%	32
2026 Q1	$579K	Sell	1,624 -216	-12%	-$80.5K	0.07%	33
2025 Q4	$687K	Buy	+1,840	New	+$682K	0.08%	31
2025 Q2	$688K	Buy	2,026 +309	+18%	+$97K	0.08%	31
2025 Q1	$527K	Buy	+1,717	New	+$555K	0.07%	31

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FORM Wealth Advisors's IWB Position: Q2 2026 in Review

FORM Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 1.5% in Q2 2026, selling an estimated $9.51K and leaving 1,600 shares worth $655K. The position accounts for 0.07% of the portfolio, ranked #32.

FORM Wealth Advisors first reported a position in IWB in Q1 2025 and has held it in 5 quarters since. The position peaked at $688K in Q2 2025. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

FORM Wealth Advisors held 1,600 shares of iShares Russell 1000 ETF worth $655K as of Q2 2026.
FORM Wealth Advisors sold 24 iShares Russell 1000 ETF shares in Q2 2026, an estimated $9.51K.
iShares Russell 1000 ETF made up 0.07% of FORM Wealth Advisors's portfolio in Q2 2026, its #32 holding.
FORM Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 5 quarters since.
FORM Wealth Advisors's iShares Russell 1000 ETF position peaked at $688K in Q2 2025.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.