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 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

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

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

Midland Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,608 shares worth $573K. The position accounts for 0.03% of the portfolio, ranked #101.

Midland Wealth Advisors first reported a position in IWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $896K in Q2 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Midland Wealth Advisors held 1,608 shares of iShares Russell 1000 ETF worth $573K as of Q1 2026.
Midland Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.03% of Midland Wealth Advisors's portfolio in Q1 2026, its #101 holding.
Midland Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
Midland Wealth Advisors's iShares Russell 1000 ETF position peaked at $896K in Q2 2024.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.