MWM
IWB icon

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

Mascoma 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 		$3.28K Sell
8
-257
-97% -$102K ﹤0.01% 414
2026
Q1 		$94.5K Buy
+265
New +$98.7K 0.02% 139
2024
Q1 		– Sell
-95
Closed -$24.9K – 462
2023
Q4 		$24.9K Buy
+95
New +$23.3K 0.01% 252

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 29.2% 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

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

Mascoma Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 97% in Q2 2026, selling an estimated $102K and leaving 8 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Mascoma Wealth Management first reported a position in IWB in Q4 2023 and has held it in 3 quarters since. The position peaked at $94.5K in Q1 2026. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Mascoma Wealth Management held 8 shares of iShares Russell 1000 ETF worth $3.28K as of Q2 2026.
  • Mascoma Wealth Management sold 257 iShares Russell 1000 ETF shares in Q2 2026, an estimated $102K.
  • iShares Russell 1000 ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #414 holding.
  • Mascoma Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 3 quarters since.
  • Mascoma Wealth Management's iShares Russell 1000 ETF position peaked at $94.5K in Q1 2026.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.