MAI Capital Management’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
Q2 | $35.4M | Buy |
86,387
+9,568
| +12% | +$3.79M | 0.13% | 148 |
|
|
2026
Q1 | $27.4M | Sell |
76,819
-652
| -0.8% | -$243K | 0.15% | 131 |
|
|
2025
Q4 | $28.9M | Sell |
77,471
-1,754
| -2% | -$650K | 0.17% | 121 |
|
|
2025
Q3 | $29M | Sell |
79,225
-2,043
| -3% | -$720K | 0.18% | 114 |
|
|
2025
Q2 | $27.6M | Buy |
81,268
+1,962
| +2% | +$616K | 0.19% | 108 |
|
|
2025
Q1 | $24.3M | Buy |
79,306
+140
| +0.2% | +$45.3K | 0.18% | 117 |
|
|
2024
Q4 | $25.5M | Buy |
79,166
+3,559
| +5% | +$1.15M | 0.19% | 111 |
|
|
2024
Q3 | $23.8M | Buy |
75,607
+341
| +0.5% | +$103K | 0.23% | 89 |
|
|
2024
Q2 | $22.4M | Sell |
75,266
-342
| -0.5% | -$98.2K | 0.22% | 87 |
|
|
2024
Q1 | $21.8M | Buy |
75,608
+14,881
| +25% | +$4.08M | 0.23% | 95 |
|
|
2023
Q4 | $15.9M | Buy |
60,727
+1,287
| +2% | +$315K | 0.21% | 98 |
|
|
2023
Q3 | $14M | Sell |
59,440
-382
| -0.6% | -$93.5K | 0.21% | 98 |
|
|
2023
Q2 | $14.6M | Buy |
59,822
+301
| +0.5% | +$69.3K | 0.21% | 99 |
|
|
2023
Q1 | $13.4M | Sell |
59,521
-2,320
| -4% | -$511K | 0.21% | 104 |
|
|
2022
Q4 | $13M | Sell |
61,841
-1,839
| -3% | -$389K | 0.22% | 105 |
|
|
2022
Q3 | $12.6M | Buy |
63,680
+10,992
| +21% | +$2.41M | 0.24% | 97 |
|
|
2022
Q2 | $10.9M | Buy |
52,688
+2,405
| +5% | +$544K | 0.21% | 99 |
|
|
2022
Q1 | $12.6M | Buy |
50,283
+1,594
| +3% | +$394K | 0.21% | 104 |
|
|
2021
Q4 | $12.9M | Buy |
48,689
+15,520
| +47% | +$3.99M | 0.21% | 100 |
|
|
2021
Q3 | $8.02M | Buy |
33,169
+803
| +2% | +$200K | 0.15% | 115 |
|
|
2021
Q2 | $7.83M | Buy |
32,366
+4,678
| +17% | +$1.1M | 0.16% | 122 |
|
|
2021
Q1 | $6.2M | Buy |
27,688
+16,866
| +156% | +$3.69M | 0.14% | 125 |
|
|
2020
Q4 | $2.29M | Buy |
10,822
+3,374
| +45% | +$673K | 0.06% | 188 |
|
|
2020
Q3 | $1.39M | Buy |
7,448
+284
| +4% | +$52.5K | 0.04% | 223 |
|
|
2020
Q2 | $1.23M | Sell |
7,164
-91
| -1% | -$14.7K | 0.04% | 239 |
|
|
2020
Q1 | $1.03M | Sell |
7,255
-1,820
| -20% | -$308K | 0.04% | 238 |
|
|
2019
Q4 | $1.62M | Buy |
9,075
+1,235
| +16% | +$211K | 0.05% | 210 |
|
|
2019
Q3 | $1.29M | Sell |
7,840
-138
| -2% | -$22.6K | 0.06% | 208 |
|
|
2019
Q2 | $1.3M | Sell |
7,978
-86
| -1% | -$13.8K | 0.06% | 212 |
|
|
2019
Q1 | $1.27M | Sell |
8,064
-1,051
| -12% | -$159K | 0.06% | 191 |
|
|
2018
Q4 | $1.26M | Buy |
9,115
+3,370
| +59% | +$504K | 0.07% | 190 |
|
|
2018
Q3 | $929K | Sell |
5,745
-1,041
| -15% | -$165K | 0.05% | 232 |
|
|
2018
Q2 | $1.03M | Sell |
6,786
-1,435
| -17% | -$216K | 0.06% | 211 |
|
|
2018
Q1 | $1.21M | Buy |
8,221
+166
| +2% | +$25.2K | 0.07% | 195 |
|
|
2017
Q4 | $1.2M | Buy |
8,055
+61
| +0.8% | +$8.83K | 0.07% | 195 |
|
|
2017
Q3 | $1.12M | Sell |
7,994
-147
| -2% | -$20.2K | 0.07% | 184 |
|
|
2017
Q2 | $1.1M | Buy |
8,141
+435
| +6% | +$58.1K | 0.07% | 188 |
|
|
2017
Q1 | $1.01M | Sell |
7,706
-76
| -1% | -$9.84K | 0.07% | 192 |
|
|
2016
Q4 | $968K | Buy |
7,782
+2
| +0% | +$243 | 0.07% | 185 |
|
|
2016
Q3 | $937K | Buy |
7,780
+615
| +9% | +$73.9K | 0.07% | 186 |
|
|
2016
Q2 | $838K | Sell |
7,165
-201
| -3% | -$23.2K | 0.06% | 199 |
|
|
2016
Q1 | $840K | Buy |
7,366
+354
| +5% | +$38.3K | 0.06% | 200 |
|
|
2015
Q4 | $795K | Buy |
7,012
+300
| +4% | +$34.3K | 0.06% | 210 |
|
|
2015
Q3 | $719K | Sell |
6,712
-852
| -11% | -$96.7K | 0.05% | 232 |
|
|
2015
Q2 | $878K | Sell |
7,564
-65
| -0.9% | -$7.66K | 0.06% | 222 |
|
|
2015
Q1 | $884K | Buy |
7,629
+100
| +1% | +$11.5K | 0.06% | 222 |
|
|
2014
Q4 | $863K | Buy |
+7,529
| New | +$844K | 0.06% | 213 |
|
Other funds holding IWB
MAI Capital Management's IWB Position: Q2 2026 in Review
MAI Capital Management increased its iShares Russell 1000 ETF (IWB) stake by 12% in Q2 2026, buying an estimated $3.79M and bringing the position to 86,387 shares worth $35.4M. The position accounts for 0.13% of the portfolio, ranked #148.
MAI Capital Management first reported a position in IWB in Q4 2014 and has held it in 47 quarters since. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- MAI Capital Management held 86,387 shares of iShares Russell 1000 ETF worth $35.4M as of Q2 2026.
- MAI Capital Management bought 9,568 iShares Russell 1000 ETF shares in Q2 2026, an estimated $3.79M.
- iShares Russell 1000 ETF made up 0.13% of MAI Capital Management's portfolio in Q2 2026, its #148 holding.
- MAI Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2014 and has held it in 47 quarters since.
- 1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.