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Moisand Fitzgerald Tamayo’s iShares Russell 1000 ETF IWB Stock Holding History

Moisand Fitzgerald Tamayo’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 		$5.2M Sell
12,706
-300
-2% -$119K 0.51% 20
2026
Q1 		$4.64M Sell
13,006
-82
-0.6% -$30.6K 0.5% 22
2025
Q4 		$4.89M Sell
13,088
-38
-0.3% -$14.1K 0.55% 20
2025
Q3 		$4.8M Sell
13,126
-36
-0.3% -$12.7K 0.57% 19
2025
Q2 		$4.47M Sell
13,162
-493
-4% -$155K 0.57% 19
2025
Q1 		$4.19M Sell
13,655
-453
-3% -$146K 0.58% 22
2024
Q4 		$4.55M Sell
14,108
-133
-0.9% -$43.1K 0.64% 22
2024
Q3 		$4.48M Sell
14,241
-380
-3% -$115K 0.61% 22
2024
Q2 		$4.35M Sell
14,621
-313
-2% -$89.9K 0.65% 21
2024
Q1 		$4.3M Sell
14,934
-1,010
-6% -$277K 0.66% 21
2023
Q4 		$4.18M Sell
15,944
-56
-0.4% -$13.7K 0.72% 21
2023
Q3 		$3.76M Sell
16,000
-606
-4% -$148K 0.79% 22
2023
Q2 		$4.05M Sell
16,606
-88
-0.5% -$20.3K 0.83% 21
2023
Q1 		$3.76M Sell
16,694
-136
-0.8% -$29.9K 0.8% 21
2022
Q4 		$3.54M Sell
16,830
-10
-0.1% -$2.12K 0.81% 21
2022
Q3 		$3.32M Sell
16,840
-69
-0.4% -$15.1K 0.91% 22
2022
Q2 		$3.51M Buy
16,909
+2,436
+17% +$551K 0.94% 24
2022
Q1 		$3.62M Sell
14,473
-2,645
-15% -$653K 1.65% 17
2021
Q4 		$4.53M Sell
17,118
-180
-1% -$46.3K 1.27% 22
2021
Q3 		$4.18M Sell
17,298
-220
-1% -$54.7K 1.41% 21
2021
Q2 		$4.24M Buy
17,518
+229
+1% +$54K 1.54% 19
2021
Q1 		$3.87M Sell
17,289
-104
-0.6% -$22.8K 1.67% 17
2020
Q4 		$3.69M Sell
17,393
-271
-2% -$54.1K 1.66% 18
2020
Q3 		$3.31M Sell
17,664
-380
-2% -$70.2K 1.71% 18
2020
Q2 		$3.1M Sell
18,044
-75
-0.4% -$12.1K 1.71% 18
2020
Q1 		$2.56M Sell
18,119
-302
-2% -$51.1K 1.67% 18
2019
Q4 		$3.29M Sell
18,421
-236
-1% -$40.3K 1.7% 16
2019
Q3 		$3.07M Sell
18,657
-389
-2% -$63.8K 1.66% 17
2019
Q2 		$3.1M Sell
19,046
-554
-3% -$88.7K 1.69% 16
2019
Q1 		$3.08M Sell
19,600
-98
-0.5% -$14.8K 1.71% 16
2018
Q4 		$2.73M Sell
19,698
-211
-1% -$31.6K 1.71% 15
2018
Q3 		$3.22M Sell
19,909
-84
-0.4% -$13.3K 1.79% 15
2018
Q2 		$3.04M Sell
19,993
-330
-2% -$49.7K 1.77% 15
2018
Q1 		$2.98M Sell
20,323
-985
-5% -$150K 1.77% 15
2017
Q4 		$3.17M Sell
21,308
-618
-3% -$89.5K 1.84% 17
2017
Q3 		$3.07M Sell
21,926
-295
-1% -$40.5K 1.87% 17
2017
Q2 		$3.01M Sell
22,221
-612
-3% -$81.7K 2.05% 15
2017
Q1 		$3M Sell
22,833
-715
-3% -$92.6K 2.11% 15
2016
Q4 		$2.93M Sell
23,548
-277
-1% -$33.7K 2.17% 15
2016
Q3 		$2.87M Sell
23,825
-160
-0.7% -$19.2K 2.18% 15
2016
Q2 		$2.8M Sell
23,985
-868
-3% -$100K 2.29% 14
2016
Q1 		$2.83M Sell
24,853
-599
-2% -$64.7K 2.29% 13
2015
Q4 		$2.88M Buy
+25,452
New +$2.91M 2.48% 11

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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
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
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IWB Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its iShares Russell 1000 ETF (IWB) stake by 2.3% in Q2 2026, selling an estimated $119K and leaving 12,706 shares worth $5.2M. The position accounts for 0.51% of the portfolio, ranked #20.

Moisand Fitzgerald Tamayo first reported a position in IWB in Q4 2015 and has held it in 43 quarters since. 400 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 12,706 shares of iShares Russell 1000 ETF worth $5.2M as of Q2 2026.
  • Moisand Fitzgerald Tamayo sold 300 iShares Russell 1000 ETF shares in Q2 2026, an estimated $119K.
  • iShares Russell 1000 ETF made up 0.51% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #20 holding.
  • Moisand Fitzgerald Tamayo first reported a position in iShares Russell 1000 ETF in Q4 2015 and has held it in 43 quarters since.
  • 400 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.