Forte Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Forte Capital’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
2025 Q2	$356K	Sell	1,048 -20	-2%	-$6.28K	0.04%	201
2025 Q1	$328K	Buy	1,068 +327	+44%	+$106K	0.04%	201
2024 Q4	$239K	Hold	741	–	–	0.03%	220
2024 Q3	$233K	Sell	741 -30	-4%	-$9.09K	0.03%	225
2024 Q2	$229K	Hold	771	–	–	0.03%	224
2024 Q1	$222K	Hold	771	–	–	0.03%	226
2023 Q4	$202K	Buy	+771	New	+$189K	0.03%	224
2018 Q1	–	Sell	-4,630	Closed	-$688K	–	119
2017 Q4	$688K	Sell	4,630 -251	-5%	-$36.3K	0.2%	90
2017 Q3	$683K	Buy	4,881 +178	+4%	+$24.4K	0.22%	86
2017 Q2	$636K	Buy	4,703 +885	+23%	+$118K	0.21%	85
2017 Q1	$501K	Buy	3,818 +1,087	+40%	+$141K	0.17%	103
2016 Q4	$339K	Buy	2,731 +842	+45%	+$102K	0.13%	120
2016 Q3	$228K	Sell	1,889 -204	-10%	-$24.5K	0.09%	137
2016 Q2	$245K	Buy	+2,093	New	+$241K	0.09%	138

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 29.2% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Forte Capital's IWB Position: Q2 2025 in Review

Forte Capital reduced its iShares Russell 1000 ETF (IWB) stake by 1.9% in Q2 2025, selling an estimated $6.28K and leaving 1,048 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #201.

Forte Capital first reported a position in IWB in Q2 2016 and has held it in 14 quarters since. The position peaked at $688K in Q4 2017. 1,391 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

Forte Capital held 1,048 shares of iShares Russell 1000 ETF worth $356K as of Q2 2025.
Forte Capital sold 20 iShares Russell 1000 ETF shares in Q2 2025, an estimated $6.28K.
iShares Russell 1000 ETF made up 0.04% of Forte Capital's portfolio in Q2 2025, its #201 holding.
Forte Capital first reported a position in iShares Russell 1000 ETF in Q2 2016 and has held it in 14 quarters since.
Forte Capital's iShares Russell 1000 ETF position peaked at $688K in Q4 2017.
1,391 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.