MidAtlantic Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

MidAtlantic Capital 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	$310K	Hold	869	–	–	0.21%	74
2025 Q4	$325K	Hold	869	–	–	0.21%	72
2025 Q3	$318K	Hold	869	–	–	0.22%	73
2025 Q2	$295K	Hold	869	–	–	0.21%	75
2025 Q1	$267K	Hold	869	–	–	0.21%	73
2024 Q4	$280K	Hold	869	–	–	0.21%	72
2024 Q3	$273K	Buy	869 +248	+40%	+$75.1K	0.2%	71
2024 Q2	$185K	Hold	621	–	–	0.16%	79
2024 Q1	$179K	Hold	621	–	–	0.16%	80
2023 Q4	$163K	Buy	+621	New	+$152K	0.16%	77

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

MidAtlantic Capital Management's IWB Position: Q1 2026 in Review

MidAtlantic Capital Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 869 shares worth $310K. The position accounts for 0.21% of the portfolio, ranked #74.

MidAtlantic Capital Management first reported a position in IWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $325K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

MidAtlantic Capital Management held 869 shares of iShares Russell 1000 ETF worth $310K as of Q1 2026.
MidAtlantic Capital Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.21% of MidAtlantic Capital Management's portfolio in Q1 2026, its #74 holding.
MidAtlantic Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
MidAtlantic Capital Management's iShares Russell 1000 ETF position peaked at $325K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.