MA
IWB icon

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
Q2 		$131K Hold
321
– – 0.1% 27
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

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

Marquette Associates's IWB Position: Q2 2026 in Review

Marquette Associates held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 321 shares worth $131K. The position accounts for 0.1% of the portfolio, ranked #27.

Marquette Associates first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. The position peaked at $289K in Q3 2025. 1,551 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Marquette Associates held 321 shares of iShares Russell 1000 ETF worth $131K as of Q2 2026.
  • Marquette Associates left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.1% of Marquette Associates's portfolio in Q2 2026, its #27 holding.
  • Marquette Associates first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
  • Marquette Associates's iShares Russell 1000 ETF position peaked at $289K in Q3 2025.
  • 1,551 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Marquette Associates's 13F filing for Q2 2026, filed 14 Aug 2026.