Financial Management Professionals, Inc. IWB holdings history
ISHARES RUSSELL 1000 ETF · CUSIP 464287622 · CIK 1568132
As of 2026-06-30, Financial Management Professionals, Inc. reported 137.40K IWB (shares), valued at $56.26M, or 5.34% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares increased 18.02%; reported value increased 35.54%, and weight changed +0.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.34% | 137,398 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 4.66% | 116,424 | SEC filing ↗Filed Apr 15, 2026 |
| Q4 2025 | 4.47% | 116,015 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 4.61% | 121,190 | SEC filing ↗Filed Oct 15, 2025 |
| Q2 2025 | 4.52% | 118,438 | SEC filing ↗Filed Jul 15, 2025 |
| Q1 2025 | 4.85% | 123,727 | SEC filing ↗Filed Apr 10, 2025 |
| Q4 2024 | 4.40% | 107,969 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2024 | 4.12% | 105,606 | SEC filing ↗Filed Oct 24, 2024 |
| Q2 2024 | 5.38% | 131,697 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 4.61% | 108,702 | SEC filing ↗Filed Apr 16, 2024 |
| Q4 2023 | 4.67% | 109,290 | SEC filing ↗Filed Jan 12, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 4.67% | 109,290 | $28.66M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 12, 2024 |
| Q1 2024 | 4.61% | 108,702 | $31.31M | Shares decreased 0.54%; reported value increased 9.24%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2024 |
| Q2 2024 | 5.38% | 131,697 | $39.19M | Shares increased 21.15%; reported value increased 25.16%, and weight changed +0.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 4.12% | 105,606 | $33.20M | Shares decreased 19.81%; reported value decreased 15.27%, and weight changed -1.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2024 |
| Q4 2024 | 4.40% | 107,969 | $34.78M | Shares increased 2.24%; reported value increased 4.77%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2025 | 4.85% | 123,727 | $37.95M | Shares increased 14.59%; reported value increased 9.11%, and weight changed +0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2025 |
| Q2 2025 | 4.52% | 118,438 | $40.22M | Shares decreased 4.27%; reported value increased 5.97%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2025 |
| Q3 2025 | 4.61% | 121,190 | $44.29M | Shares increased 2.32%; reported value increased 10.13%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2025 |
| Q4 2025 | 4.47% | 116,015 | $43.32M | Shares decreased 4.27%; reported value decreased 2.18%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 4.66% | 116,424 | $41.51M | Shares increased 0.35%; reported value decreased 4.18%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2026 |
| Q2 2026 | 5.34% | 137,398 | $56.26M | Shares increased 18.02%; reported value increased 35.54%, and weight changed +0.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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