Forte Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Forte Asset Management’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	$760K	Hold	1,855	–	–	0.31%	59
2026 Q1	$661K	Hold	1,855	–	–	0.29%	56
2025 Q4	$693K	Hold	1,855	–	–	0.31%	54
2025 Q3	$678K	Hold	1,855	–	–	0.33%	54
2025 Q2	$630K	Hold	1,855	–	–	0.32%	52
2025 Q1	$569K	Hold	1,855	–	–	0.29%	53
2024 Q4	$598K	Hold	1,855	–	–	0.32%	49
2024 Q3	$583K	Hold	1,855	–	–	0.31%	48
2024 Q2	$552K	Hold	1,855	–	–	0.33%	46
2024 Q1	$534K	Hold	1,855	–	–	0.32%	43
2023 Q4	$486K	Hold	1,855	–	–	0.33%	42
2023 Q3	$438K	Hold	1,855	–	–	0.29%	41
2023 Q2	$452K	Hold	1,855	–	–	0.29%	47
2023 Q1	$418K	Hold	1,855	–	–	0.28%	49
2022 Q4	$391K	Hold	1,855	–	–	0.25%	52
2022 Q3	$366K	Hold	1,855	–	–	0.24%	54
2022 Q2	$385K	Buy	+1,855	New	+$419K	0.27%	54

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

Forte Asset Management's IWB Position: Q2 2026 in Review

Forte Asset Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,855 shares worth $760K. The position accounts for 0.31% of the portfolio, ranked #59.

Forte Asset Management first reported a position in IWB in Q2 2022 and has held it in 17 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Forte Asset Management held 1,855 shares of iShares Russell 1000 ETF worth $760K as of Q2 2026.
Forte Asset Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.31% of Forte Asset Management's portfolio in Q2 2026, its #59 holding.
Forte Asset Management first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 17 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Forte Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.