Marquette Associates’s iShares Russell 1000 ETF IWB Stock Holding History

Marquette Associates’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	$114K	Hold	321	–	–	0.12%	25
2025 Q4	$120K	Sell	321 -471	-59%	-$174K	0.15%	19
2025 Q3	$289K	Hold	792	–	–	0.35%	18
2025 Q2	$269K	Hold	792	–	–	0.26%	20
2025 Q1	$243K	Buy	792 +471	+147%	+$152K	0.24%	22
2024 Q4	$103K	Sell	321 -102	-24%	-$33K	0.09%	26
2024 Q3	$133K	Sell	423 -50	-11%	-$15.1K	0.1%	23
2024 Q2	$141K	Hold	473	–	–	0.11%	24
2024 Q1	$136K	Hold	473	–	–	0.1%	25
2023 Q4	$124K	Buy	+473	New	+$116K	0.12%	23

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

Marquette Associates's IWB Position: Q1 2026 in Review

Marquette Associates held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 321 shares worth $114K. The position accounts for 0.12% of the portfolio, ranked #25.

Marquette Associates first reported a position in IWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $289K in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Marquette Associates held 321 shares of iShares Russell 1000 ETF worth $114K as of Q1 2026.
Marquette Associates left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.12% of Marquette Associates's portfolio in Q1 2026, its #25 holding.
Marquette Associates first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
Marquette Associates's iShares Russell 1000 ETF position peaked at $289K in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Marquette Associates's 13F filing for Q1 2026, filed 15 May 2026.