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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
Q3 		$10.8M Sell
26,024
-104
-0.4% -$43.2K 11.26% 4
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Formulate Financial's IWB Position: Q3 2026 in Review

Formulate Financial reduced its iShares Russell 1000 ETF (IWB) stake by 0.4% in Q3 2026, selling an estimated $43.2K and leaving 26,024 shares worth $10.8M. 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 5 quarters since. 1,095 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Formulate Financial held 26,024 shares of iShares Russell 1000 ETF worth $10.8M as of Q3 2026.
  • Formulate Financial sold 104 iShares Russell 1000 ETF shares in Q3 2026, an estimated $43.2K.
  • iShares Russell 1000 ETF made up 11.26% of Formulate Financial's portfolio in Q3 2026, its #4 holding.
  • Formulate Financial first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,095 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Formulate Financial's 13F filing for Q3 2026, filed 9 Nov 2026.