FWA
IWB icon

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

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
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
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 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. 408 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.
  • 408 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.