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 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

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return