Maridea Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Maridea Wealth 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	$3.01M	Buy	8,442 +657	+8%	+$245K	0.44%	55
2025 Q4	$2.91M	Buy	7,785 +272	+4%	+$101K	0.44%	56
2025 Q3	$2.77M	Buy	7,513 +1,870	+33%	+$659K	0.43%	57
2025 Q2	$1.92M	Buy	5,643 +190	+3%	+$59.6K	0.5%	46
2025 Q1	$1.67M	Buy	5,453 +1,886	+53%	+$610K	0.55%	37
2024 Q4	$1.15M	Buy	+3,567	New	+$1.16M	0.37%	47

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

Maridea Wealth Management's IWB Position: Q1 2026 in Review

Maridea Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 8.4% in Q1 2026, buying an estimated $245K and bringing the position to 8,442 shares worth $3.01M. The position accounts for 0.44% of the portfolio, ranked #55.

Maridea Wealth Management first reported a position in IWB in Q4 2024 and has held it in 6 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Maridea Wealth Management held 8,442 shares of iShares Russell 1000 ETF worth $3.01M as of Q1 2026.
Maridea Wealth Management bought 657 iShares Russell 1000 ETF shares in Q1 2026, an estimated $245K.
iShares Russell 1000 ETF made up 0.44% of Maridea Wealth Management's portfolio in Q1 2026, its #55 holding.
Maridea Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 6 quarters since.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.