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Fountainhead AM’s iShares Russell 1000 ETF IWB Stock Holding History

Fountainhead AM’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 		$3.88M Sell
9,469
-2,488
-21% -$986K 2.88% 9
2026
Q1 		$4.26M Sell
11,957
-378
-3% -$141K 3.83% 4
2025
Q4 		$4.61M Sell
12,335
-160,555
-93% -$59.5M 6.82% 1
2025
Q3 		$63.2M Sell
172,890
-4,529
-3% -$1.6M 8.29% 2
2025
Q2 		$60.2M Sell
177,419
-2,802
-2% -$880K 8.74% 2
2025
Q1 		$55.3M Sell
180,221
-4,189
-2% -$1.35M 8.98% 2
2024
Q4 		$59.4M Sell
184,410
-2,558
-1% -$829K 10.85% 1
2024
Q3 		$58.8M Sell
186,968
-8,595
-4% -$2.6M 12.34% 1
2024
Q2 		$58.2M Sell
195,563
-9,977
-5% -$2.86M 13.82% 1
2024
Q1 		$59.2M Buy
205,540
+1,822
+0.9% +$499K 14.56% 1
2023
Q4 		$53.4M Buy
203,718
+12,667
+7% +$3.1M 14.67% 1
2023
Q3 		$44.9M Buy
191,051
+7,271
+4% +$1.78M 15.64% 1
2023
Q2 		$44.8M Buy
183,780
+4,015
+2% +$925K 15.91% 1
2023
Q1 		$40.5M Buy
179,765
+7,659
+4% +$1.69M 15.84% 1
2022
Q4 		$36.2M Buy
172,106
+8,287
+5% +$1.75M 16.3% 1
2022
Q3 		$32.3M Buy
163,819
+7,037
+4% +$1.54M 16.3% 1
2022
Q2 		$32.6M Buy
156,782
+12,829
+9% +$2.9M 17.66% 1
2022
Q1 		$36M Buy
143,953
+17,362
+14% +$4.29M 15.98% 1
2021
Q4 		$33.5M Buy
126,591
+2,622
+2% +$675K 14.54% 1
2021
Q3 		$30M Buy
123,969
+14,160
+13% +$3.52M 14.51% 1
2021
Q2 		$24.6M Sell
109,809
-165
-0.2% -$38.9K 13.07% 2
2021
Q1 		$24.6M Buy
109,974
+9,916
+10% +$2.17M 13.09% 2
2020
Q4 		$21.2M Buy
+100,058
New +$20M 13.2% 2

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fountainhead AM's IWB Position: Q2 2026 in Review

Fountainhead AM reduced its iShares Russell 1000 ETF (IWB) stake by 21% in Q2 2026, selling an estimated $986K and leaving 9,469 shares worth $3.88M. The position accounts for 2.88% of the portfolio, ranked #9.

Fountainhead AM first reported a position in IWB in Q4 2020 and has held it in 23 quarters since. The position peaked at $63.2M in Q3 2025. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Fountainhead AM held 9,469 shares of iShares Russell 1000 ETF worth $3.88M as of Q2 2026.
  • Fountainhead AM sold 2,488 iShares Russell 1000 ETF shares in Q2 2026, an estimated $986K.
  • iShares Russell 1000 ETF made up 2.88% of Fountainhead AM's portfolio in Q2 2026, its #9 holding.
  • Fountainhead AM first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
  • Fountainhead AM's iShares Russell 1000 ETF position peaked at $63.2M in Q3 2025.
  • 1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.