FORM Wealth Advisors
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
Q3 		$661K Sell
1,589
-11
-0.7% -$4.57K 0.07% 30
2026
Q2 		$655K Sell
1,600
-24
-1% -$9.5K 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

Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Hippocratic Financial Advisors
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

FORM Wealth Advisors's IWB Position: Q3 2026 in Review

FORM Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.69% in Q3 2026, selling an estimated $4.57K and leaving 1,589 shares worth $661K. The position accounts for 0.07% of the portfolio, ranked #30.

FORM Wealth Advisors first reported a position in IWB in Q1 2025 and has held it in 6 quarters since. The position peaked at $688K in Q2 2025. 555 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • FORM Wealth Advisors held 1,589 shares of iShares Russell 1000 ETF worth $661K as of Q3 2026.
  • FORM Wealth Advisors sold 11 iShares Russell 1000 ETF shares in Q3 2026, an estimated $4.57K.
  • iShares Russell 1000 ETF made up 0.07% of FORM Wealth Advisors's portfolio in Q3 2026, its #30 holding.
  • FORM Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 6 quarters since.
  • FORM Wealth Advisors's iShares Russell 1000 ETF position peaked at $688K in Q2 2025.
  • 555 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.