FSM Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
Other funds holding IWB
FSM Wealth Advisors's IWB Position: Q2 2026 in Review
FSM Wealth Advisors increased its iShares Russell 1000 ETF (IWB) stake by 16% in Q2 2026, buying an estimated $221K and bringing the position to 4,049 shares worth $1.66M. The position accounts for 0.18% of the portfolio, ranked #75.
FSM Wealth Advisors first reported a position in IWB in Q1 2025 and has held it in 6 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- FSM Wealth Advisors held 4,049 shares of iShares Russell 1000 ETF worth $1.66M as of Q2 2026.
- FSM Wealth Advisors bought 558 iShares Russell 1000 ETF shares in Q2 2026, an estimated $221K.
- iShares Russell 1000 ETF made up 0.18% of FSM Wealth Advisors's portfolio in Q2 2026, its #75 holding.
- FSM Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 6 quarters since.
- 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.