Fortis Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Fortis Capital 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	$270K	Sell	660 -19	-3%	-$7.53K	0.03%	194
2026 Q1	$242K	Sell	679 -2	-0.3%	-$745	0.02%	186
2025 Q4	$254K	Buy	681 +2	+0.3%	+$741	0.03%	175
2025 Q3	$248K	Buy	679 +1	+0.1%	+$352	0.03%	156
2025 Q2	$230K	Buy	678 +2	+0.3%	+$628	0.04%	153
2025 Q1	$207K	Buy	676 +2	+0.3%	+$647	0.04%	140
2024 Q4	$217K	Sell	674 -80	-11%	-$25.9K	0.04%	123
2024 Q3	$237K	Sell	754 -38	-5%	-$11.5K	0.05%	115
2024 Q2	$236K	Buy	792 +2	+0.3%	+$574	0.05%	112
2024 Q1	$228K	Buy	790 +2	+0.3%	+$548	0.06%	104
2023 Q4	$207K	Buy	+788	New	+$193K	0.05%	128

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 22.9% 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

Fortis Capital Management's IWB Position: Q2 2026 in Review

Fortis Capital Management reduced its iShares Russell 1000 ETF (IWB) stake by 2.8% in Q2 2026, selling an estimated $7.53K and leaving 660 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #194.

Fortis Capital Management first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Fortis Capital Management held 660 shares of iShares Russell 1000 ETF worth $270K as of Q2 2026.
Fortis Capital Management sold 19 iShares Russell 1000 ETF shares in Q2 2026, an estimated $7.53K.
iShares Russell 1000 ETF made up 0.03% of Fortis Capital Management's portfolio in Q2 2026, its #194 holding.
Fortis Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.