MB, Levis & Associates
IWB icon

MB, Levis & Associates’s iShares Russell 1000 ETF IWB Stock Holding History

MB, Levis & 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
Q3 		– Sell
-114
Closed -$46.7K – 251
2026
Q2 		$46.7K Hold
114
– – 0.02% 110
2026
Q1 		$40.6K Hold
114
– – 0.02% 111
2025
Q4 		$42.6K Hold
114
– – 0.02% 109
2025
Q3 		$41.7K Hold
114
– – 0.02% 108
2025
Q2 		$38.7K Hold
114
– – 0.02% 139
2025
Q1 		$35K Hold
114
– – 0.02% 139
2024
Q4 		$36.7K Hold
114
– – 0.02% 130
2024
Q3 		$35.8K Hold
114
– – 0.02% 133
2024
Q2 		$33.9K Hold
114
– – 0.02% 131
2024
Q1 		$32.8K Hold
114
– – 0.02% 135
2023
Q4 		$29.9K Hold
114
– – 0.02% 135
2023
Q3 		$26.8K Hold
114
– – 0.02% 142
2023
Q2 		$27.8K Hold
114
– – 0.02% 145
2023
Q1 		$25.7K Hold
114
– – 0.02% 147
2022
Q4 		$24K Buy
+114
New +$24.1K 0.02% 139

Other funds holding IWB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

MB, Levis & Associates's IWB Position: Q3 2026 in Review

MB, Levis & Associates sold out of iShares Russell 1000 ETF (IWB) in Q3 2026, closing a stake of 114 shares — an estimated $46.7K sold.

MB, Levis & Associates first reported a position in IWB in Q4 2022 and held it in 15 quarters. The position peaked at $46.7K in Q2 2026. 982 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • MB, Levis & Associates reported no remaining iShares Russell 1000 ETF position as of Q3 2026 after selling out during the quarter.
  • MB, Levis & Associates sold 114 iShares Russell 1000 ETF shares in Q3 2026, an estimated $46.7K.
  • MB, Levis & Associates first reported a position in iShares Russell 1000 ETF in Q4 2022 and held it in 15 quarters.
  • MB, Levis & Associates's iShares Russell 1000 ETF position peaked at $46.7K in Q2 2026.
  • 982 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.