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MAI Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

MAI Capital Management’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
2020
Q1 		– Sell
-200
Closed -$36K – 572
2019
Q4 		$36K Buy
+200
New +$34.1K ﹤0.01% 579

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

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. 1,556 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.
  • 1,556 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.