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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
Q2 		$239K Hold
583
– – 0.02% 339
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marks Group Wealth Management's IWB Position: Q2 2026 in Review

Marks Group Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 583 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #339.

Marks Group Wealth Management first reported a position in IWB in Q2 2020 and has held it in 25 quarters since. The position peaked at $724K in Q4 2021. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Marks Group Wealth Management held 583 shares of iShares Russell 1000 ETF worth $239K as of Q2 2026.
  • Marks Group Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.02% of Marks Group Wealth Management's portfolio in Q2 2026, its #339 holding.
  • Marks Group Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2020 and has held it in 25 quarters since.
  • Marks Group Wealth Management's iShares Russell 1000 ETF position peaked at $724K in Q4 2021.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.