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MassMutual Private Wealth & Trust’s iShares Russell 1000 ETF IWB Stock Holding History

MassMutual Private Wealth & Trust’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 		$1.05M Sell
2,565
-138
-5% -$54.7K 0.03% 251
2026
Q1 		$964K Buy
2,703
+97
+4% +$36.1K 0.03% 243
2025
Q4 		$973K Sell
2,606
-56
-2% -$20.7K 0.03% 241
2025
Q3 		$973K Sell
2,662
-56
-2% -$19.7K 0.02% 242
2025
Q2 		$923K Sell
2,718
-301
-10% -$94.5K 0.02% 249
2025
Q1 		$926K Sell
3,019
-258
-8% -$83.4K 0.03% 253
2024
Q4 		$1.06M Buy
3,277
+5
+0.2% +$1.62K 0.03% 246
2024
Q3 		$1.03M Sell
3,272
-505
-13% -$153K 0.03% 237
2024
Q2 		$1.12M Buy
3,777
+584
+18% +$168K 0.03% 232
2024
Q1 		$920K Buy
3,193
+757
+31% +$207K 0.03% 241
2023
Q4 		$639K Buy
2,436
+112
+5% +$27.4K 0.02% 261
2023
Q3 		$546K Sell
2,324
-30
-1% -$7.34K 0.02% 274
2023
Q2 		$574K Sell
2,354
-572
-20% -$132K 0.02% 263
2023
Q1 		$659K Buy
2,926
+275
+10% +$60.5K 0.03% 250
2022
Q4 		$558K Buy
2,651
+1,286
+94% +$272K 0.02% 267
2022
Q3 		$269K Buy
1,365
+10
+0.7% +$2.19K 0.01% 308
2022
Q2 		$282K Sell
1,355
-22
-2% -$4.97K 0.01% 312
2022
Q1 		$344K Sell
1,377
-336
-20% -$83K 0.01% 310
2021
Q4 		$453K Sell
1,713
-79
-4% -$20.3K 0.02% 298
2021
Q3 		$433K Buy
1,792
+1,179
+192% +$293K 0.02% 293
2021
Q2 		$148K Sell
613
-140
-19% -$33K 0.01% 360
2021
Q1 		$169K Sell
753
-151
-17% -$33.1K 0.01% 345
2020
Q4 		$192K Buy
904
+251
+38% +$50.1K 0.01% 348
2020
Q3 		$122K Hold
653
– – 0.01% 361
2020
Q2 		$112K Sell
653
-119
-15% -$19.3K 0.01% 358
2020
Q1 		$109K Sell
772
-293
-28% -$49.5K 0.01% 333
2019
Q4 		$190K Hold
1,065
– – 0.01% 350
2019
Q3 		$175K Buy
1,065
+430
+68% +$70.6K 0.01% 350
2019
Q2 		$103K Sell
635
-179
-22% -$28.7K 0.01% 376
2019
Q1 		$128K Buy
814
+150
+23% +$22.7K 0.01% 366
2018
Q4 		$92.1K Buy
664
+10
+2% +$1.5K 0.01% 371
2018
Q3 		$106K Hold
654
– – 0.01% 375
2018
Q2 		$99.4K Sell
654
-104
-14% -$15.7K 0.01% 374
2018
Q1 		$111K Buy
+758
New +$115K 0.01% 366
2015
Q3 		– Sell
-225
Closed -$24.8K – 853
2015
Q2 		$24.8K Buy
+225
New +$26.5K 0.01% 405
2014
Q3 		– Sell
-225
Closed -$24.8K – 803
2014
Q2 		$24.8K Hold
225
– – 0.01% 280
2014
Q1 		$23.6K Hold
225
– – 0.01% 256
2013
Q4 		$23.2K Buy
+225
New +$22.3K 0.02% 236

Other funds holding IWB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

MassMutual Private Wealth & Trust's IWB Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares Russell 1000 ETF (IWB) stake by 5.1% in Q2 2026, selling an estimated $54.7K and leaving 2,565 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #251.

MassMutual Private Wealth & Trust first reported a position in IWB in Q4 2013 and has held it in 38 quarters since. The position peaked at $1.12M in Q2 2024. 791 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • MassMutual Private Wealth & Trust held 2,565 shares of iShares Russell 1000 ETF worth $1.05M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 138 iShares Russell 1000 ETF shares in Q2 2026, an estimated $54.7K.
  • iShares Russell 1000 ETF made up 0.03% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #251 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares Russell 1000 ETF in Q4 2013 and has held it in 38 quarters since.
  • MassMutual Private Wealth & Trust's iShares Russell 1000 ETF position peaked at $1.12M in Q2 2024.
  • 791 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.