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 Q2	$5.2M	Buy	12,697 +4,255	+50%	+$1.69M	0.56%	38
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Maridea Wealth Management's IWB Position: Q2 2026 in Review

Maridea Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 50% in Q2 2026, buying an estimated $1.69M and bringing the position to 12,697 shares worth $5.2M. The position accounts for 0.56% of the portfolio, ranked #38.

Maridea Wealth Management first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Maridea Wealth Management held 12,697 shares of iShares Russell 1000 ETF worth $5.2M as of Q2 2026.
Maridea Wealth Management bought 4,255 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.69M.
iShares Russell 1000 ETF made up 0.56% of Maridea Wealth Management's portfolio in Q2 2026, its #38 holding.
Maridea Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.