Magnus Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Magnus 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
2026 Q1	–	Sell	-671	Closed	-$250K	–	403
2025 Q4	$250K	Buy	+671	New	+$249K	0.02%	367
2021 Q1	–	Sell	-22,758	Closed	-$4.82M	–	296
2020 Q4	$4.82M	Buy	22,758 +6,600	+41%	+$1.32M	0.48%	24
2020 Q3	$3.02M	Hold	16,158	–	–	0.35%	28
2020 Q2	$2.77M	Sell	16,158 -388,860	-96%	-$62.9M	0.31%	28
2020 Q1	$57.3M	Buy	405,018 +388,880	+2,410%	+$65.7M	7.81%	2
2019 Q4	$2.88M	Hold	16,138	–	–	0.41%	33
2019 Q3	$2.65M	Hold	16,138	–	–	0.5%	26
2019 Q2	$2.63M	Sell	16,138 -3,130	-16%	-$501K	0.51%	27
2019 Q1	$3.03M	Sell	19,268 -162	-0.8%	-$24.5K	0.62%	22
2018 Q4	$2.69M	Buy	+19,430	New	+$2.91M	0.72%	21

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

Magnus Financial Group's IWB Position: Q1 2026 in Review

Magnus Financial Group sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 671 shares — an estimated $250K sold.

Magnus Financial Group first reported a position in IWB in Q4 2018 and held it in 10 quarters. The position peaked at $57.3M in Q1 2020. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Magnus Financial Group reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
Magnus Financial Group sold 671 iShares Russell 1000 ETF shares in Q1 2026, an estimated $250K.
Magnus Financial Group first reported a position in iShares Russell 1000 ETF in Q4 2018 and held it in 10 quarters.
Magnus Financial Group's iShares Russell 1000 ETF position peaked at $57.3M in Q1 2020.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Magnus Financial Group's 13F filing for Q1 2026, filed 10 Apr 2026.