FWA
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FSM Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

FSM 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
Q2 		$1.66M Buy
4,049
+558
+16% +$221K 0.18% 75
2026
Q1 		$1.24M Buy
3,491
+71
+2% +$26.5K 0.16% 76
2025
Q4 		$1.28M Sell
3,420
-15
-0.4% -$5.56K 0.17% 75
2025
Q3 		$1.26M Buy
3,435
+124
+4% +$43.7K 0.18% 77
2025
Q2 		$1.13M Buy
3,311
+2,369
+251% +$744K 0.18% 81
2025
Q1 		$289K Buy
+942
New +$305K 0.07% 158

Other funds holding IWB

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
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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. 455 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.
  • 455 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.