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MLG Wealth Management DBA Pine Grove Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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
2025
Q4 		$614K Buy
+1,644
New +$609K 0.07% 109

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

MLG Wealth Management DBA Pine Grove Financial Group's IWB Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares Russell 1000 ETF (IWB) in Q4 2025: 1,644 shares worth $614K. The stake represents 0.07% of the portfolio and ranks #109 among its holdings.

1,497 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 1,644 shares of iShares Russell 1000 ETF worth $614K as of Q4 2025.
  • iShares Russell 1000 ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares Russell 1000 ETF made up 0.07% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #109 holding.
  • 1,497 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.