Midwest Trust’s iShares Russell 1000 ETF IWB Stock Holding History

Midwest Trust’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 Q3	$5.33M	Sell	12,810 -431	-3%	-$179K	0.06%	205
2026 Q2	$5.42M	Sell	13,241 -340	-3%	-$135K	0.06%	206
2026 Q1	$4.84M	Buy	13,581 +1,378	+11%	+$513K	0.06%	212
2025 Q4	$4.56M	Buy	12,203 +915	+8%	+$339K	0.06%	215
2025 Q3	$4.13M	Buy	11,288 +2,583	+30%	+$910K	0.05%	225
2025 Q2	$2.96M	Buy	+8,705	New	+$2.73M	0.04%	248

Other funds holding IWB

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Midwest Trust's IWB Position: Q3 2026 in Review

Midwest Trust reduced its iShares Russell 1000 ETF (IWB) stake by 3.3% in Q3 2026, selling an estimated $179K and leaving 12,810 shares worth $5.33M. The position accounts for 0.06% of the portfolio, ranked #205.

Midwest Trust first reported a position in IWB in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.42M in Q2 2026. 491 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Midwest Trust held 12,810 shares of iShares Russell 1000 ETF worth $5.33M as of Q3 2026.
Midwest Trust sold 431 iShares Russell 1000 ETF shares in Q3 2026, an estimated $179K.
iShares Russell 1000 ETF made up 0.06% of Midwest Trust's portfolio in Q3 2026, its #205 holding.
Midwest Trust first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's iShares Russell 1000 ETF position peaked at $5.42M in Q2 2026.
491 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.