Forvis Mazars Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Forvis Mazars Wealth Advisors’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	$3.44M	Sell	9,636 -25	-0.3%	-$9.32K	0.07%	114
2025 Q4	$3.61M	Sell	9,661 -196	-2%	-$72.6K	0.07%	111
2025 Q3	$3.6M	Sell	9,857 -605	-6%	-$213K	0.07%	112
2025 Q2	$3.55M	Buy	10,462 +280	+3%	+$87.9K	0.08%	111
2025 Q1	$3.12M	Sell	10,182 -95	-0.9%	-$30.7K	0.07%	117
2024 Q4	$3.31M	Buy	10,277 +11	+0.1%	+$3.56K	0.08%	122
2024 Q3	$3.23M	Sell	10,266 -1,688	-14%	-$511K	0.07%	125
2024 Q2	$3.56M	Sell	11,954 -247	-2%	-$70.9K	0.09%	113
2024 Q1	$3.51M	Sell	12,201 -441	-3%	-$121K	0.09%	111
2023 Q4	$3.32M	Sell	12,642 -371	-3%	-$90.8K	0.09%	110
2023 Q3	$3.06M	Sell	13,013 -1,348	-9%	-$330K	0.09%	116
2023 Q2	$3.5M	Sell	14,361 -7	-0%	-$1.61K	0.1%	122
2023 Q1	$3.24M	Sell	14,368 -232	-2%	-$51.1K	0.11%	112
2022 Q4	$3.07M	Sell	14,600 -407	-3%	-$86.2K	0.11%	108
2022 Q3	$2.96M	Buy	15,007 +50	+0.3%	+$11K	0.12%	107
2022 Q2	$3.11M	Sell	14,957 -345	-2%	-$78K	0.13%	93
2022 Q1	$3.83M	Sell	15,302 -93	-0.6%	-$23K	0.16%	72
2021 Q4	$4.07M	Sell	15,395 -397	-3%	-$102K	0.17%	64
2021 Q3	$3.82M	Buy	15,792 +268	+2%	+$66.6K	0.18%	61
2021 Q2	$3.76M	Hold	15,524	–	–	0.17%	58
2021 Q1	$3.48M	Buy	15,524 +17	+0.1%	+$3.72K	0.17%	63
2020 Q4	$3.29M	Sell	15,507 -2,356	-13%	-$470K	0.16%	68
2020 Q3	$3.34M	Buy	17,863 +868	+5%	+$160K	0.19%	56
2020 Q2	$2.92M	Buy	16,995 +5,180	+44%	+$838K	0.19%	60
2020 Q1	$1.67M	Buy	11,815 +305	+3%	+$51.6K	0.14%	78
2019 Q4	$2.05M	Buy	11,510 +1,252	+12%	+$214K	0.15%	84
2019 Q3	$1.69M	Hold	10,258	–	–	0.14%	93
2019 Q2	$1.67M	Sell	10,258 -2,322	-18%	-$372K	0.14%	91
2019 Q1	$1.98M	Hold	12,580	–	–	0.16%	77
2018 Q4	$1.75M	Sell	12,580 -140	-1%	-$20.9K	0.18%	66
2018 Q3	$2.06M	Hold	12,720	–	–	0.18%	70
2018 Q2	$1.93M	Buy	12,720 +45	+0.4%	+$6.78K	0.19%	72
2018 Q1	$1.86M	Hold	12,675	–	–	0.19%	71
2017 Q4	$1.88M	Buy	12,675 +1,305	+11%	+$189K	0.19%	72
2017 Q3	$1.59M	Buy	11,370 +925	+9%	+$127K	0.17%	72
2017 Q2	$1.41M	Buy	10,445 +325	+3%	+$43.4K	0.16%	79
2017 Q1	$1.33M	Sell	10,120 -3,259	-24%	-$422K	0.16%	74
2016 Q4	$1.67M	Sell	13,379 -158	-1%	-$19.2K	0.22%	63
2016 Q3	$1.63M	Hold	13,537	–	–	0.23%	55
2016 Q2	$1.58M	Hold	13,537	–	–	0.24%	58
2016 Q1	$1.54M	Hold	13,537	–	–	0.25%	53
2015 Q4	$1.53M	Sell	13,537 -186	-1%	-$21.3K	0.23%	51
2015 Q3	$1.47M	Hold	13,723	–	–	0.26%	48
2015 Q2	$1.59M	Buy	13,723 +4,892	+55%	+$577K	0.24%	55
2015 Q1	$1.02M	Hold	8,831	–	–	0.15%	78
2014 Q4	$1.01M	Hold	8,831	–	–	0.17%	72
2014 Q3	$970K	Hold	8,831	–	–	0.17%	70
2014 Q2	$972K	Hold	8,831	–	–	0.17%	70
2014 Q1	$925K	Sell	8,831 -394	-4%	-$40.5K	0.16%	82
2013 Q4	$952K	Hold	9,225	–	–	0.18%	78
2013 Q3	$869K	Buy	+9,225	New	+$862K	0.18%	79

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

Forvis Mazars Wealth Advisors's IWB Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.26% in Q1 2026, selling an estimated $9.32K and leaving 9,636 shares worth $3.44M. The position accounts for 0.07% of the portfolio, ranked #114.

Forvis Mazars Wealth Advisors first reported a position in IWB in Q3 2013 and has held it in 51 quarters since. The position peaked at $4.07M in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Forvis Mazars Wealth Advisors held 9,636 shares of iShares Russell 1000 ETF worth $3.44M as of Q1 2026.
Forvis Mazars Wealth Advisors sold 25 iShares Russell 1000 ETF shares in Q1 2026, an estimated $9.32K.
iShares Russell 1000 ETF made up 0.07% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #114 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q3 2013 and has held it in 51 quarters since.
Forvis Mazars Wealth Advisors's iShares Russell 1000 ETF position peaked at $4.07M in Q4 2021.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.