MA Private Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

MA Private Wealth’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 Q1	$487K	Sell	1,366 -78	-5%	-$29.1K	0.08%	66
2025 Q4	$539K	Sell	1,444 -1,334	-48%	-$494K	0.09%	62
2025 Q3	$1.02M	Sell	2,778 -95	-3%	-$33.5K	0.17%	50
2025 Q2	$976K	Sell	2,873 -216	-7%	-$67.8K	0.17%	52
2025 Q1	$948K	Sell	3,089 -178	-5%	-$57.6K	0.18%	46
2024 Q4	$1.05M	Hold	3,267	–	–	0.2%	40
2024 Q3	$1.03M	Sell	3,267 -9	-0.3%	-$2.73K	0.19%	43
2024 Q2	$975K	Buy	+3,276	New	+$941K	0.19%	42
2023 Q1	–	Sell	-6,299	Closed	-$1.33M	–	76
2022 Q4	$1.33M	Buy	+6,299	New	+$1.33M	0.32%	40

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MA Private Wealth's IWB Position: Q1 2026 in Review

MA Private Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 5.4% in Q1 2026, selling an estimated $29.1K and leaving 1,366 shares worth $487K. The position accounts for 0.08% of the portfolio, ranked #66.

MA Private Wealth first reported a position in IWB in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.33M in Q4 2022. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

MA Private Wealth held 1,366 shares of iShares Russell 1000 ETF worth $487K as of Q1 2026.
MA Private Wealth sold 78 iShares Russell 1000 ETF shares in Q1 2026, an estimated $29.1K.
iShares Russell 1000 ETF made up 0.08% of MA Private Wealth's portfolio in Q1 2026, its #66 holding.
MA Private Wealth first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 9 quarters since.
MA Private Wealth's iShares Russell 1000 ETF position peaked at $1.33M in Q4 2022.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on MA Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.