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 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

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

Fortis Capital Management's IWB Position: Q1 2026 in Review

Fortis Capital Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.29% in Q1 2026, selling an estimated $745 and leaving 679 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #186.

Fortis Capital Management first reported a position in IWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $254K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Fortis Capital Management held 679 shares of iShares Russell 1000 ETF worth $242K as of Q1 2026.
Fortis Capital Management sold 2 iShares Russell 1000 ETF shares in Q1 2026, an estimated $745.
iShares Russell 1000 ETF made up 0.02% of Fortis Capital Management's portfolio in Q1 2026, its #186 holding.
Fortis Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
Fortis Capital Management's iShares Russell 1000 ETF position peaked at $254K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Fortis Capital Management's 13F filing for Q1 2026, filed 12 May 2026.