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

Marks Group 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	$208K	Hold	583	–	–	0.02%	329
2025 Q4	$218K	Sell	583 -1,142	-66%	-$423K	0.02%	319
2025 Q3	$630K	Buy	1,725 +17	+1%	+$5.99K	0.06%	206
2025 Q2	$580K	Hold	1,708	–	–	0.05%	219
2025 Q1	$524K	Hold	1,708	–	–	0.05%	237
2024 Q4	$550K	Sell	1,708 -145	-8%	-$47K	0.05%	213
2024 Q3	$583K	Hold	1,853	–	–	0.06%	212
2024 Q2	$551K	Buy	1,853 +231	+14%	+$66.3K	0.06%	213
2024 Q1	$467K	Hold	1,622	–	–	0.05%	223
2023 Q4	$425K	Sell	1,622 -193	-11%	-$47.3K	0.05%	228
2023 Q3	$426K	Hold	1,815	–	–	0.05%	220
2023 Q2	$442K	Sell	1,815 -67	-4%	-$15.4K	0.05%	216
2023 Q1	$424K	Hold	1,882	–	–	0.05%	220
2022 Q4	$396K	Sell	1,882 -122	-6%	-$25.8K	0.05%	225
2022 Q3	$395K	Hold	2,004	–	–	0.06%	217
2022 Q2	$416K	Sell	2,004 -733	-27%	-$166K	0.06%	217
2022 Q1	$684K	Hold	2,737	–	–	0.09%	201
2021 Q4	$724K	Hold	2,737	–	–	0.09%	204
2021 Q3	$661K	Hold	2,737	–	–	0.09%	185
2021 Q2	$662K	Hold	2,737	–	–	0.09%	163
2021 Q1	$613K	Hold	2,737	–	–	0.09%	164
2020 Q4	$580K	Hold	2,737	–	–	0.09%	166
2020 Q3	$512K	Hold	2,737	–	–	0.09%	170
2020 Q2	$470K	Buy	+2,737	New	+$443K	0.1%	167

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

Marks Group Wealth Management's IWB Position: Q1 2026 in Review

Marks Group Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 583 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #329.

Marks Group Wealth Management first reported a position in IWB in Q2 2020 and has held it in 24 quarters since. The position peaked at $724K in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Marks Group Wealth Management held 583 shares of iShares Russell 1000 ETF worth $208K as of Q1 2026.
Marks Group Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.02% of Marks Group Wealth Management's portfolio in Q1 2026, its #329 holding.
Marks Group Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2020 and has held it in 24 quarters since.
Marks Group Wealth Management's iShares Russell 1000 ETF position peaked at $724K in Q4 2021.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.