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McClarren Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

McClarren Financial Advisors’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 		$1.22M Sell
2,970
-87
-3% -$34.5K 0.63% 29
2026
Q1 		$1.09M Sell
3,057
-1,095
-26% -$408K 0.65% 29
2025
Q4 		$1.14M Buy
4,152
+2,537
+157% +$940K 0.68% 27
2025
Q3 		$1.16M Sell
1,615
-1,551
-49% -$546K 0.71% 27
2025
Q2 		$1.07M Buy
3,166
+1,426
+82% +$448K 0.7% 26
2025
Q1 		$1.04M Buy
+1,740
New +$563K 0.69% 23
2024
Q4 		– Sell
-1,746
Closed -$2.42M – 258
2024
Q3 		$2.42M Sell
1,746
-336
-16% -$102K 0.3% 28
2024
Q2 		$1M Sell
2,082
-1,694
-45% -$486K 0.7% 24
2024
Q1 		$1.09M Sell
3,776
-256
-6% -$70.2K 0.78% 22
2023
Q4 		$1.06M Sell
4,032
-66
-2% -$16.2K 0.81% 22
2023
Q3 		$962K Sell
4,098
-121
-3% -$29.6K 0.84% 21
2023
Q2 		$1.03M Buy
4,219
+12
+0.3% +$2.76K 0.85% 21
2023
Q1 		$943K Buy
4,207
+17
+0.4% +$3.74K 0.86% 20
2022
Q4 		$882K Buy
4,190
+14
+0.3% +$2.96K 0.84% 20
2022
Q3 		$824K Buy
4,176
+1,875
+81% +$411K 0.82% 20
2022
Q2 		$477K Sell
2,301
-1,912
-45% -$432K 1.53% 18
2022
Q1 		$1.05M Buy
4,213
+4
+0.1% +$988 0.76% 22
2021
Q4 		$1.11M Sell
4,209
-226
-5% -$58.2K 0.76% 23
2021
Q3 		$1.07M Sell
4,435
-350
-7% -$87K 0.84% 19
2021
Q2 		$1.16M Sell
4,785
-889
-16% -$209K 0.94% 18
2021
Q1 		$1.27M Buy
5,674
+16
+0.3% +$3.5K 1.13% 17
2020
Q4 		$1.2M Buy
+5,658
New +$1.13M 1.15% 17

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McClarren Financial Advisors's IWB Position: Q2 2026 in Review

McClarren Financial Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 2.8% in Q2 2026, selling an estimated $34.5K and leaving 2,970 shares worth $1.22M. The position accounts for 0.63% of the portfolio, ranked #29.

McClarren Financial Advisors first reported a position in IWB in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.42M in Q3 2024. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • McClarren Financial Advisors held 2,970 shares of iShares Russell 1000 ETF worth $1.22M as of Q2 2026.
  • McClarren Financial Advisors sold 87 iShares Russell 1000 ETF shares in Q2 2026, an estimated $34.5K.
  • iShares Russell 1000 ETF made up 0.63% of McClarren Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • McClarren Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 22 quarters since.
  • McClarren Financial Advisors's iShares Russell 1000 ETF position peaked at $2.42M in Q3 2024.
  • 1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.