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McDonald Partners’s iShares Russell 1000 ETF IWB Stock Holding History

McDonald Partners’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 		$14.7K Buy
+36
New +$14.3K ﹤0.01% 436
2022
Q1 		– Sell
-567
Closed -$150K – 502
2021
Q4 		$150K Buy
+567
New +$146K 0.14% 75

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 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

McDonald Partners's IWB Position: Q2 2026 in Review

McDonald Partners opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 36 shares worth $14.7K. The stake represents ﹤0.01% of the portfolio and ranks #436 among its holdings. This is a return to the name: McDonald Partners previously reported a position in IWB as recently as Q4 2021.

McDonald Partners first reported a position in IWB in Q4 2021 and has held it in 2 quarters since. The position peaked at $150K in Q4 2021. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • McDonald Partners held 36 shares of iShares Russell 1000 ETF worth $14.7K as of Q2 2026.
  • iShares Russell 1000 ETF was a new McDonald Partners position in Q2 2026.
  • iShares Russell 1000 ETF made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #436 holding.
  • McDonald Partners first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 2 quarters since.
  • McDonald Partners's iShares Russell 1000 ETF position peaked at $150K in Q4 2021.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.