Forteris Wealth Management
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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
Q3 		$3.43M Sell
8,235
-129
-2% -$53.6K 2.83% 13
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

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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Forteris Wealth Management's IWB Position: Q3 2026 in Review

Forteris Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 1.5% in Q3 2026, selling an estimated $53.6K and leaving 8,235 shares worth $3.43M. The position accounts for 2.83% of the portfolio, ranked #13.

Forteris Wealth Management first reported a position in IWB in Q4 2025 and has held it in 4 quarters since. 1,146 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Forteris Wealth Management held 8,235 shares of iShares Russell 1000 ETF worth $3.43M as of Q3 2026.
  • Forteris Wealth Management sold 129 iShares Russell 1000 ETF shares in Q3 2026, an estimated $53.6K.
  • iShares Russell 1000 ETF made up 2.83% of Forteris Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Forteris Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,146 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Forteris Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.