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Formulate Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Formulate Financial’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 		$10.7M Buy
26,128
+207
+0.8% +$82K 11.26% 4
2026
Q1 		$9.24M Buy
25,921
+481
+2% +$179K 11.41% 4
2025
Q4 		$9.5M Buy
25,440
+613
+2% +$227K 11.14% 4
2025
Q3 		$9.07M Buy
+24,827
New +$8.74M 11.25% 5

Other funds holding IWB

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
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
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Formulate Financial's IWB Position: Q2 2026 in Review

Formulate Financial increased its iShares Russell 1000 ETF (IWB) stake by 0.8% in Q2 2026, buying an estimated $82K and bringing the position to 26,128 shares worth $10.7M. The position accounts for 11.26% of the portfolio, ranked #4.

Formulate Financial first reported a position in IWB in Q3 2025 and has held it in 4 quarters since. 1,050 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Formulate Financial held 26,128 shares of iShares Russell 1000 ETF worth $10.7M as of Q2 2026.
  • Formulate Financial bought 207 iShares Russell 1000 ETF shares in Q2 2026, an estimated $82K.
  • iShares Russell 1000 ETF made up 11.26% of Formulate Financial's portfolio in Q2 2026, its #4 holding.
  • Formulate Financial first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,050 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Formulate Financial's 13F filing for Q2 2026, filed 31 Jul 2026.