Medallion Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Medallion Wealth 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 Q1	$64.5K	Hold	181	–	–	0.02%	426
2025 Q4	$67.6K	Hold	181	–	–	0.02%	421
2025 Q3	$66.2K	Hold	181	–	–	0.02%	424
2025 Q2	$61.5K	Hold	181	–	–	0.02%	425
2025 Q1	$55.5K	Hold	181	–	–	0.03%	413
2024 Q4	$55.5K	Buy	+181	New	+$58.6K	0.03%	391

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Medallion Wealth Advisors's IWB Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 181 shares worth $64.5K. The position accounts for 0.02% of the portfolio, ranked #426.

Medallion Wealth Advisors first reported a position in IWB in Q4 2024 and has held it in 6 quarters since. The position peaked at $67.6K in Q4 2025. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Medallion Wealth Advisors held 181 shares of iShares Russell 1000 ETF worth $64.5K as of Q1 2026.
Medallion Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #426 holding.
Medallion Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's iShares Russell 1000 ETF position peaked at $67.6K in Q4 2025.
1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.