MIFH
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Migdal Insurance & Financial Holdings’s iShares Russell 1000 ETF IWB Stock Holding History

Migdal Insurance & Financial Holdings’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 		$368K Hold
1,033
– – ﹤0.01% 194
2025
Q4 		$386K Hold
1,033
– – ﹤0.01% 188
2025
Q3 		$378K Hold
1,033
– – ﹤0.01% 190
2025
Q2 		$351K Buy
1,033
+35
+4% +$11K ﹤0.01% 189
2025
Q1 		$306K Buy
998
+74
+8% +$23.9K ﹤0.01% 198
2024
Q4 		$298K Sell
924
-74
-7% -$24K ﹤0.01% 195
2024
Q3 		$314K Sell
998
-72
-7% -$21.8K 0.01% 199
2024
Q2 		$320K Sell
1,070
-172
-14% -$49.4K 0.01% 197
2024
Q1 		$358K Sell
1,242
-196
-14% -$53.7K 0.01% 190
2023
Q4 		$378K Sell
1,438
-88
-6% -$21.5K 0.01% 201
2023
Q3 		$360K Sell
1,526
-114
-7% -$27.9K 0.01% 198
2023
Q2 		$395K Sell
1,640
-2,466
-60% -$568K 0.01% 193
2023
Q1 		$911K Buy
4,106
+1,810
+79% +$398K 0.02% 156
2022
Q4 		$484K Sell
2,296
-158
-6% -$33.4K 0.01% 168
2022
Q3 		$491K Buy
2,454
+10
+0.4% +$2.19K 0.01% 176
2022
Q2 		$508K Sell
2,444
-258
-10% -$58.3K 0.01% 183
2022
Q1 		$686K Sell
2,702
-150
-5% -$37K 0.01% 211
2021
Q4 		$757K Buy
+2,852
New +$734K 0.01% 223
2018
Q1 		– Sell
-2,571
Closed -$382K – 745
2017
Q4 		$382K Buy
2,571
+337
+15% +$48.8K 0.01% 277
2017
Q3 		$312K Buy
2,234
+270
+14% +$37K 0.01% 272
2017
Q2 		$266K Buy
1,964
+377
+24% +$50.3K 0.01% 262
2017
Q1 		$209K Sell
1,587
-144
-8% -$18.6K 0.01% 311
2016
Q4 		$216K Buy
+1,731
New +$211K 0.01% 269

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Migdal Insurance & Financial Holdings's IWB Position: Q1 2026 in Review

Migdal Insurance & Financial Holdings held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,033 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #194.

Migdal Insurance & Financial Holdings first reported a position in IWB in Q4 2016 and has held it in 23 quarters since. The position peaked at $911K in Q1 2023. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Migdal Insurance & Financial Holdings held 1,033 shares of iShares Russell 1000 ETF worth $368K as of Q1 2026.
  • Migdal Insurance & Financial Holdings left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 ETF made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q1 2026, its #194 holding.
  • Migdal Insurance & Financial Holdings first reported a position in iShares Russell 1000 ETF in Q4 2016 and has held it in 23 quarters since.
  • Migdal Insurance & Financial Holdings's iShares Russell 1000 ETF position peaked at $911K in Q1 2023.
  • 1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2026, filed 14 May 2026.