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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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MAI Capital Management's IWB Position: Q1 2026 in Review

MAI Capital Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.84% in Q1 2026, selling an estimated $243K and leaving 76,819 shares worth $27.4M. The position accounts for 0.15% of the portfolio, ranked #131.

MAI Capital Management first reported a position in IWB in Q4 2014 and has held it in 46 quarters since. The position peaked at $29M in Q3 2025. 1,468 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • MAI Capital Management held 76,819 shares of iShares Russell 1000 ETF worth $27.4M as of Q1 2026.
  • MAI Capital Management sold 652 iShares Russell 1000 ETF shares in Q1 2026, an estimated $243K.
  • iShares Russell 1000 ETF made up 0.15% of MAI Capital Management's portfolio in Q1 2026, its #131 holding.
  • MAI Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2014 and has held it in 46 quarters since.
  • MAI Capital Management's iShares Russell 1000 ETF position peaked at $29M in Q3 2025.
  • 1,468 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.