McCarthy Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

McCarthy Asset Management’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
2025 Q4	$1.47M	Sell	3,930 -5	-0.1%	-$1.85K	0.77%	16
2025 Q3	$1.44M	Buy	3,935 +19	+0.5%	+$6.69K	0.92%	14
2025 Q2	$1.33M	Hold	3,916	–	–	0.9%	14
2025 Q1	$1.2M	Buy	3,916 +5	+0.1%	+$1.62K	0.87%	14
2024 Q4	$1.26M	Sell	3,911 -523	-12%	-$169K	0.89%	14
2024 Q3	$1.39M	Buy	4,434 +7	+0.2%	+$2.12K	0.87%	15
2024 Q2	$1.32M	Buy	4,427 +4	+0.1%	+$1.15K	0.78%	17
2024 Q1	$1.27M	Buy	4,423 +6	+0.1%	+$1.64K	0.78%	18
2023 Q4	$1.16M	Buy	4,417 +14	+0.3%	+$3.43K	0.74%	17
2023 Q3	$1.03M	Hold	4,403	–	–	0.76%	18
2023 Q2	$1.07M	Sell	4,403 -34	-0.8%	-$7.83K	0.73%	18
2023 Q1	$999K	Buy	4,437 +6	+0.1%	+$1.32K	0.68%	17
2022 Q4	$933K	Sell	4,431 -13	-0.3%	-$2.75K	0.65%	18
2022 Q3	$877K	Buy	4,444 +507	+13%	+$111K	0.69%	18
2022 Q2	$818K	Sell	3,937 -11	-0.3%	-$2.49K	0.67%	21
2022 Q1	$987K	Buy	3,948 +5	+0.1%	+$1.24K	0.69%	19
2021 Q4	$1.04M	Sell	3,943 -7	-0.2%	-$1.8K	0.72%	18
2021 Q3	$955K	Hold	3,950	–	–	0.72%	18
2021 Q2	$956K	Sell	3,950 -1,147	-23%	-$270K	0.68%	19
2021 Q1	$1.14M	Hold	5,097	–	–	0.89%	17
2020 Q4	$1.08M	Buy	+5,097	New	+$1.02M	0.9%	17

Other funds holding IWB

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

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

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

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 $377B AUM 19.32% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

McCarthy Asset Management's IWB Position: Q4 2025 in Review

McCarthy Asset Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.13% in Q4 2025, selling an estimated $1.85K and leaving 3,930 shares worth $1.47M. The position accounts for 0.77% of the portfolio, ranked #16.

McCarthy Asset Management first reported a position in IWB in Q4 2020 and has held it in 21 quarters since. 1,494 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

McCarthy Asset Management held 3,930 shares of iShares Russell 1000 ETF worth $1.47M as of Q4 2025.
McCarthy Asset Management sold 5 iShares Russell 1000 ETF shares in Q4 2025, an estimated $1.85K.
iShares Russell 1000 ETF made up 0.77% of McCarthy Asset Management's portfolio in Q4 2025, its #16 holding.
McCarthy Asset Management first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 21 quarters since.
1,494 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on McCarthy Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.