Manhattan West Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Manhattan West Asset 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
2026 Q1	$773K	Sell	2,169 -3	-0.1%	-$1.12K	0.15%	88
2025 Q4	$811K	Sell	2,172 -121	-5%	-$44.8K	0.17%	87
2025 Q3	$838K	Hold	2,293	–	–	0.18%	85
2025 Q2	$779K	Sell	2,293 -130	-5%	-$40.8K	0.18%	84
2025 Q1	$743K	Buy	2,423 +335	+16%	+$108K	0.19%	85
2024 Q4	$673K	Hold	2,088	–	–	0.18%	84
2024 Q3	$656K	Sell	2,088 -19	-0.9%	-$5.75K	0.17%	93
2024 Q2	$627K	Hold	2,107	–	–	0.17%	88
2024 Q1	$607K	Buy	+2,107	New	+$577K	0.15%	92

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

Manhattan West Asset Management's IWB Position: Q1 2026 in Review

Manhattan West Asset Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.14% in Q1 2026, selling an estimated $1.12K and leaving 2,169 shares worth $773K. The position accounts for 0.15% of the portfolio, ranked #88.

Manhattan West Asset Management first reported a position in IWB in Q1 2024 and has held it in 9 quarters since. The position peaked at $838K in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Manhattan West Asset Management held 2,169 shares of iShares Russell 1000 ETF worth $773K as of Q1 2026.
Manhattan West Asset Management sold 3 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.12K.
iShares Russell 1000 ETF made up 0.15% of Manhattan West Asset Management's portfolio in Q1 2026, its #88 holding.
Manhattan West Asset Management first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 9 quarters since.
Manhattan West Asset Management's iShares Russell 1000 ETF position peaked at $838K in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Manhattan West Asset Management's 13F filing for Q1 2026, filed 14 May 2026.