Melfa Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Melfa Wealth 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 Q1	$285K	Hold	800	–	–	0.16%	127
2025 Q4	$299K	Hold	800	–	–	0.17%	125
2025 Q3	$292K	Hold	800	–	–	0.17%	137
2025 Q2	$272K	Hold	800	–	–	0.17%	137
2025 Q1	$245K	Hold	800	–	–	0.17%	145
2024 Q4	$258K	Hold	800	–	–	0.17%	134
2024 Q3	$252K	Hold	800	–	–	0.17%	141
2024 Q2	$238K	Hold	800	–	–	0.17%	139
2024 Q1	$230K	Buy	+800	New	+$219K	0.17%	141

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

Melfa Wealth Management's IWB Position: Q1 2026 in Review

Melfa Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 800 shares worth $285K. The position accounts for 0.16% of the portfolio, ranked #127.

Melfa Wealth Management first reported a position in IWB in Q1 2024 and has held it in 9 quarters since. The position peaked at $299K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Melfa Wealth Management held 800 shares of iShares Russell 1000 ETF worth $285K as of Q1 2026.
Melfa Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.16% of Melfa Wealth Management's portfolio in Q1 2026, its #127 holding.
Melfa Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 9 quarters since.
Melfa Wealth Management's iShares Russell 1000 ETF position peaked at $299K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Melfa Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.