Mill Creek Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Mill Creek Capital 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	$3.46M	Buy	9,694 +298	+3%	+$111K	0.07%	72
2025 Q4	$3.51M	Sell	9,396 -1,261	-12%	-$467K	0.07%	74
2025 Q3	$3.89M	Sell	10,657 -243	-2%	-$85.6K	0.08%	72
2025 Q2	$3.7M	Buy	10,900 +1,127	+12%	+$354K	0.08%	70
2025 Q1	$3M	Sell	9,773 -1,306	-12%	-$422K	0.07%	72
2024 Q4	$3.57M	Buy	11,079 +30	+0.3%	+$9.72K	0.09%	69
2024 Q3	$3.47M	Sell	11,049 -7,131	-39%	-$2.16M	0.08%	64
2024 Q2	$5.41M	Buy	18,180 +6	+0%	+$1.72K	0.14%	52
2024 Q1	$5.23M	Buy	18,174 +6	+0%	+$1.64K	0.14%	51
2023 Q4	$4.76M	Buy	18,168 +7,049	+63%	+$1.73M	0.14%	51
2023 Q3	$2.61M	Hold	11,119	–	–	0.09%	61
2023 Q2	$2.71M	Buy	11,119 +5	+0%	+$1.15K	0.09%	61
2023 Q1	$2.5M	Buy	11,114 +8	+0.1%	+$1.76K	0.09%	61
2022 Q4	$2.34M	Buy	+11,106	New	+$2.35M	0.1%	62

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

Mill Creek Capital Advisors's IWB Position: Q1 2026 in Review

Mill Creek Capital Advisors increased its iShares Russell 1000 ETF (IWB) stake by 3.2% in Q1 2026, buying an estimated $111K and bringing the position to 9,694 shares worth $3.46M. The position accounts for 0.07% of the portfolio, ranked #72.

Mill Creek Capital Advisors first reported a position in IWB in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.41M in Q2 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Mill Creek Capital Advisors held 9,694 shares of iShares Russell 1000 ETF worth $3.46M as of Q1 2026.
Mill Creek Capital Advisors bought 298 iShares Russell 1000 ETF shares in Q1 2026, an estimated $111K.
iShares Russell 1000 ETF made up 0.07% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #72 holding.
Mill Creek Capital Advisors first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
Mill Creek Capital Advisors's iShares Russell 1000 ETF position peaked at $5.41M in Q2 2024.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.