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 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

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 29.18% 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

McCarthy Asset Management's IWB Position: Q2 2026 in Review

McCarthy Asset Management opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 3,939 shares worth $1.61M. The stake represents 0.76% of the portfolio and ranks #16 among its holdings. This is a return to the name: McCarthy Asset Management previously reported a position in IWB as recently as Q4 2025.

McCarthy Asset Management first reported a position in IWB in Q4 2020 and has held it in 22 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

McCarthy Asset Management held 3,939 shares of iShares Russell 1000 ETF worth $1.61M as of Q2 2026.
iShares Russell 1000 ETF was a new McCarthy Asset Management position in Q2 2026.
iShares Russell 1000 ETF made up 0.76% of McCarthy Asset Management's portfolio in Q2 2026, its #16 holding.
McCarthy Asset Management first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 22 quarters since.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on McCarthy Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.