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Forum Financial Management’s iShares Russell 1000 ETF IWB Stock Holding History

Forum Financial 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 		$2.33M Sell
5,702
-1,083
-16% -$429K 0.03% 84
2026
Q1 		$2.42M Hold
6,785
– – 0.03% 78
2025
Q4 		$2.53M Buy
6,785
+66
+1% +$24.4K 0.03% 122
2025
Q3 		$2.46M Hold
6,719
– – 0.03% 116
2025
Q2 		$2.28M Sell
6,719
-117
-2% -$36.7K 0.03% 111
2025
Q1 		$2.1M Buy
6,836
+117
+2% +$37.8K 0.03% 111
2024
Q4 		$2.16M Sell
6,719
-117
-2% -$37.9K 0.04% 110
2024
Q3 		$2.15M Sell
6,836
-13
-0.2% -$3.94K 0.04% 98
2024
Q2 		$2.04M Buy
6,849
+13
+0.2% +$3.73K 0.04% 101
2024
Q1 		$1.97M Hold
6,836
– – 0.03% 113
2023
Q4 		$1.79M Sell
6,836
-138
-2% -$33.8K 0.03% 99
2023
Q3 		$1.64M Buy
6,974
+120
+2% +$29.4K 0.04% 104
2023
Q2 		$1.67M Buy
6,854
+5,212
+317% +$1.2M 0.04% 99
2023
Q1 		$370K Hold
1,642
– – 0.01% 341
2022
Q4 		$346K Buy
1,642
+135
+9% +$28.6K 0.01% 351
2022
Q3 		$297K Sell
1,507
-12
-0.8% -$2.63K 0.01% 350
2022
Q2 		$316K Buy
1,519
+12
+0.8% +$2.71K 0.02% 340
2022
Q1 		$376K Sell
1,507
-25
-2% -$6.17K 0.02% 305
2021
Q4 		$405K Buy
+1,532
New +$394K 0.02% 304

Other funds holding IWB

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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Forum Financial Management's IWB Position: Q2 2026 in Review

Forum Financial Management reduced its iShares Russell 1000 ETF (IWB) stake by 16% in Q2 2026, selling an estimated $429K and leaving 5,702 shares worth $2.33M. The position accounts for 0.03% of the portfolio, ranked #84.

Forum Financial Management first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.53M in Q4 2025. 469 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Forum Financial Management held 5,702 shares of iShares Russell 1000 ETF worth $2.33M as of Q2 2026.
  • Forum Financial Management sold 1,083 iShares Russell 1000 ETF shares in Q2 2026, an estimated $429K.
  • iShares Russell 1000 ETF made up 0.03% of Forum Financial Management's portfolio in Q2 2026, its #84 holding.
  • Forum Financial Management first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's iShares Russell 1000 ETF position peaked at $2.53M in Q4 2025.
  • 469 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.