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

Midland 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
Q2 		$644K Sell
1,572
-36
-2% -$14.3K 0.03% 94
2026
Q1 		$573K Hold
1,608
– – 0.03% 101
2025
Q4 		$600K Hold
1,608
– – 0.03% 98
2025
Q3 		$588K Sell
1,608
-684
-30% -$241K 0.03% 103
2025
Q2 		$778K Sell
2,292
-21
-0.9% -$6.59K 0.04% 88
2025
Q1 		$709K Sell
2,313
-93
-4% -$30.1K 0.04% 98
2024
Q4 		$775K Sell
2,406
-124
-5% -$40.2K 0.05% 100
2024
Q3 		$795K Sell
2,530
-480
-16% -$145K 0.05% 110
2024
Q2 		$896K Buy
3,010
+450
+18% +$129K 0.05% 96
2024
Q1 		$737K Hold
2,560
– – 0.05% 110
2023
Q4 		$671K Buy
+2,560
New +$627K 0.05% 113

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

Midland Wealth Advisors's IWB Position: Q2 2026 in Review

Midland Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 2.2% in Q2 2026, selling an estimated $14.3K and leaving 1,572 shares worth $644K. The position accounts for 0.03% of the portfolio, ranked #94.

Midland Wealth Advisors first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. The position peaked at $896K in Q2 2024. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Midland Wealth Advisors held 1,572 shares of iShares Russell 1000 ETF worth $644K as of Q2 2026.
  • Midland Wealth Advisors sold 36 iShares Russell 1000 ETF shares in Q2 2026, an estimated $14.3K.
  • iShares Russell 1000 ETF made up 0.03% of Midland Wealth Advisors's portfolio in Q2 2026, its #94 holding.
  • Midland Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
  • Midland Wealth Advisors's iShares Russell 1000 ETF position peaked at $896K in Q2 2024.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.