MCF Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

MCF 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 Q3	–	Sell	-66	Closed	-$26.9K	–	874
2026 Q2	$26.9K	Buy	66 +37	+128%	+$14.7K	﹤0.01%	821
2026 Q1	$10.3K	Hold	29	–	–	﹤0.01%	959
2025 Q4	$10.8K	Hold	29	–	–	﹤0.01%	812
2025 Q3	$10.6K	Hold	29	–	–	﹤0.01%	684
2025 Q2	$9.8K	Sell	29 -7	-19%	-$2.2K	﹤0.01%	655
2025 Q1	$11K	Buy	+36	New	+$11.6K	﹤0.01%	637

Other funds holding IWB

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

MCF Advisors's IWB Position: Q3 2026 in Review

MCF Advisors sold out of iShares Russell 1000 ETF (IWB) in Q3 2026, closing a stake of 66 shares — an estimated $26.9K sold.

MCF Advisors first reported a position in IWB in Q1 2025 and held it in 6 quarters. The position peaked at $26.9K in Q2 2026. 791 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

MCF Advisors reported no remaining iShares Russell 1000 ETF position as of Q3 2026 after selling out during the quarter.
MCF Advisors sold 66 iShares Russell 1000 ETF shares in Q3 2026, an estimated $26.9K.
MCF Advisors first reported a position in iShares Russell 1000 ETF in Q1 2025 and held it in 6 quarters.
MCF Advisors's iShares Russell 1000 ETF position peaked at $26.9K in Q2 2026.
791 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on MCF Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.