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Mayflower Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Mayflower Financial Advisors’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 		$2.63M Sell
6,413
-495
-7% -$196K 0.23% 100
2026
Q1 		$2.46M Sell
6,908
-199
-3% -$74.2K 0.3% 82
2025
Q4 		$2.65M Buy
7,107
+385
+6% +$143K 0.32% 77
2025
Q3 		$2.46M Sell
6,722
-260
-4% -$91.6K 0.31% 80
2025
Q2 		$2.37M Buy
6,982
+91
+1% +$28.6K 0.33% 74
2025
Q1 		$2.11M Buy
6,891
+1,431
+26% +$463K 0.32% 75
2024
Q4 		$1.76M Buy
5,460
+16
+0.3% +$5.18K 0.26% 89
2024
Q3 		$1.71M Buy
5,444
+7
+0.1% +$2.12K 0.26% 89
2024
Q2 		$1.62M Buy
5,437
+432
+9% +$124K 0.27% 87
2024
Q1 		$1.44M Sell
5,005
-970
-16% -$266K 0.24% 96
2023
Q4 		$1.57M Buy
5,975
+115
+2% +$28.2K 0.22% 94
2023
Q3 		$1.38M Sell
5,860
-66
-1% -$16.2K 0.21% 101
2023
Q2 		$1.44M Sell
5,926
-58
-1% -$13.4K 0.19% 107
2023
Q1 		$1.35M Buy
5,984
+901
+18% +$198K 0.18% 108
2022
Q4 		$1.07M Sell
5,083
-352
-6% -$74.5K 0.15% 120
2022
Q3 		$1.07M Sell
5,435
-423
-7% -$92.8K 0.17% 101
2022
Q2 		$1.22M Buy
5,858
+549
+10% +$124K 0.19% 100
2022
Q1 		$1.33M Buy
5,309
+2,923
+123% +$722K 0.18% 92
2021
Q4 		$631K Hold
2,386
– – 0.08% 167
2021
Q3 		$606K Buy
2,386
+13
+0.5% +$3.23K 0.08% 167
2021
Q2 		$574K Hold
2,373
– – 0.08% 159
2021
Q1 		$531K Sell
2,373
-24
-1% -$5.25K 0.08% 154
2020
Q4 		$508K Buy
+2,397
New +$478K 0.09% 147

Other funds holding IWB

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Mayflower Financial Advisors's IWB Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 7.2% in Q2 2026, selling an estimated $196K and leaving 6,413 shares worth $2.63M. The position accounts for 0.23% of the portfolio, ranked #100.

Mayflower Financial Advisors first reported a position in IWB in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.65M in Q4 2025. 511 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Mayflower Financial Advisors held 6,413 shares of iShares Russell 1000 ETF worth $2.63M as of Q2 2026.
  • Mayflower Financial Advisors sold 495 iShares Russell 1000 ETF shares in Q2 2026, an estimated $196K.
  • iShares Russell 1000 ETF made up 0.23% of Mayflower Financial Advisors's portfolio in Q2 2026, its #100 holding.
  • Mayflower Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's iShares Russell 1000 ETF position peaked at $2.65M in Q4 2025.
  • 511 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.