MBL Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

MBL Wealth’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	$620K	Buy	1,514 +17	+1%	+$6.74K	0.04%	182
2026 Q1	$534K	Buy	1,497 +710	+90%	+$265K	0.04%	189
2025 Q4	$294K	Hold	787	–	–	0.02%	239
2025 Q3	$288K	Hold	787	–	–	0.03%	210
2025 Q2	$267K	Sell	787 -32	-4%	-$10K	0.03%	206
2025 Q1	$251K	Buy	819 +62	+8%	+$20K	0.03%	202
2024 Q4	$244K	Sell	757 -25	-3%	-$8.1K	0.02%	196
2024 Q3	$246K	Sell	782 -9	-1%	-$2.73K	0.03%	179
2024 Q2	$235K	Buy	+791	New	+$227K	0.03%	181
2022 Q3	–	Sell	-4,550	Closed	-$945K	–	165
2022 Q2	$945K	Buy	+4,550	New	+$1.03M	0.24%	64
2021 Q1	$207K	Sell	925 -101	-10%	-$22.1K	0.07%	146
2020 Q4	$217K	Buy	+1,026	New	+$205K	0.09%	118

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MBL Wealth's IWB Position: Q2 2026 in Review

MBL Wealth increased its iShares Russell 1000 ETF (IWB) stake by 1.1% in Q2 2026, buying an estimated $6.74K and bringing the position to 1,514 shares worth $620K. The position accounts for 0.04% of the portfolio, ranked #182.

MBL Wealth first reported a position in IWB in Q4 2020 and has held it in 12 quarters since. The position peaked at $945K in Q2 2022. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

MBL Wealth held 1,514 shares of iShares Russell 1000 ETF worth $620K as of Q2 2026.
MBL Wealth bought 17 iShares Russell 1000 ETF shares in Q2 2026, an estimated $6.74K.
iShares Russell 1000 ETF made up 0.04% of MBL Wealth's portfolio in Q2 2026, its #182 holding.
MBL Wealth first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 12 quarters since.
MBL Wealth's iShares Russell 1000 ETF position peaked at $945K in Q2 2022.
1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.