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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Forte Asset Management's IWB Position: Q1 2026 in Review

Forte Asset Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,855 shares worth $661K. The position accounts for 0.29% of the portfolio, ranked #56.

Forte Asset Management first reported a position in IWB in Q2 2022 and has held it in 16 quarters since. The position peaked at $693K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Forte Asset Management held 1,855 shares of iShares Russell 1000 ETF worth $661K as of Q1 2026.
Forte Asset Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.29% of Forte Asset Management's portfolio in Q1 2026, its #56 holding.
Forte Asset Management first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 16 quarters since.
Forte Asset Management's iShares Russell 1000 ETF position peaked at $693K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Forte Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.