MFA
IWB icon

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

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 22.9% 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

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. 1,556 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.
  • 1,556 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.