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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
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

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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
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
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

MB, Levis & Associates's IWB Position: Q2 2026 in Review

MB, Levis & Associates held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 114 shares worth $46.7K. The position accounts for 0.02% of the portfolio, ranked #110.

MB, Levis & Associates first reported a position in IWB in Q4 2022 and has held it in 15 quarters since. 430 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • MB, Levis & Associates held 114 shares of iShares Russell 1000 ETF worth $46.7K as of Q2 2026.
  • MB, Levis & Associates left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.02% of MB, Levis & Associates's portfolio in Q2 2026, its #110 holding.
  • MB, Levis & Associates first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
  • 430 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.