FWM
IWB icon

Forteris Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Forteris Wealth 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 		$3.43M Buy
8,364
+138
+2% +$54.7K 2.8% 13
2026
Q1 		$2.93M Sell
8,226
-54
-0.7% -$20.1K 2.81% 13
2025
Q4 		$3.09M Buy
+8,280
New +$3.07M 3.04% 12

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

Forteris Wealth Management's IWB Position: Q2 2026 in Review

Forteris Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 1.7% in Q2 2026, buying an estimated $54.7K and bringing the position to 8,364 shares worth $3.43M. The position accounts for 2.8% of the portfolio, ranked #13.

Forteris Wealth Management first reported a position in IWB in Q4 2025 and has held it in 3 quarters since. 1,050 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Forteris Wealth Management held 8,364 shares of iShares Russell 1000 ETF worth $3.43M as of Q2 2026.
  • Forteris Wealth Management bought 138 iShares Russell 1000 ETF shares in Q2 2026, an estimated $54.7K.
  • iShares Russell 1000 ETF made up 2.8% of Forteris Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Forteris Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,050 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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