McCarthy Asset Management
IWB icon

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
2026
Q3 		$1.64M Buy
3,943
+4
+0.1% +$1.66K 0.78% 16
2026
Q2 		$1.61M Buy
+3,939
New +$1.56M 0.76% 16
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

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

McCarthy Asset Management's IWB Position: Q3 2026 in Review

McCarthy Asset Management increased its iShares Russell 1000 ETF (IWB) stake by 0.1% in Q3 2026, buying an estimated $1.66K and bringing the position to 3,943 shares worth $1.64M. The position accounts for 0.78% of the portfolio, ranked #16.

McCarthy Asset Management first reported a position in IWB in Q4 2020 and has held it in 23 quarters since. 974 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • McCarthy Asset Management held 3,943 shares of iShares Russell 1000 ETF worth $1.64M as of Q3 2026.
  • McCarthy Asset Management bought 4 iShares Russell 1000 ETF shares in Q3 2026, an estimated $1.66K.
  • iShares Russell 1000 ETF made up 0.78% of McCarthy Asset Management's portfolio in Q3 2026, its #16 holding.
  • McCarthy Asset Management first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 974 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on McCarthy Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.