M3 Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$478K Buy
1,340
+2
+0.1% +$745 0.29% 67
2025
Q4
$500K Buy
1,338
+3
+0.2% +$1.11K 0.3% 60
2025
Q3
$488K Buy
1,335
+3
+0.2% +$1.06K 0.3% 64
2025
Q2
$452K Buy
+1,332
New +$418K 0.31% 66

Other funds holding IWB

M3 Advisory Group's IWB Position: Q1 2026 in Review

M3 Advisory Group increased its iShares Russell 1000 ETF (IWB) stake by 0.15% in Q1 2026, buying an estimated $745 and bringing the position to 1,340 shares worth $478K. The position accounts for 0.29% of the portfolio, ranked #67.

M3 Advisory Group first reported a position in IWB in Q2 2025 and has held it in 4 quarters since. The position peaked at $500K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • M3 Advisory Group held 1,340 shares of iShares Russell 1000 ETF worth $478K as of Q1 2026.
  • M3 Advisory Group bought 2 iShares Russell 1000 ETF shares in Q1 2026, an estimated $745.
  • iShares Russell 1000 ETF made up 0.29% of M3 Advisory Group's portfolio in Q1 2026, its #67 holding.
  • M3 Advisory Group first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 4 quarters since.
  • M3 Advisory Group's iShares Russell 1000 ETF position peaked at $500K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.