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Millington Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Millington Financial 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 		$299K Hold
764
– – 0.13% 93
2025
Q4 		$289K Hold
764
– – 0.13% 93
2025
Q3 		$278K Buy
764
+114
+18% +$40.2K 0.13% 90
2025
Q2 		$227K Buy
+650
New +$204K 0.11% 92
2025
Q1 		– Sell
-650
Closed -$214K – 92
2024
Q4 		$214K Hold
650
– – 0.12% 81
2024
Q3 		$204K Buy
+650
New +$197K 0.13% 79

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

Millington Financial Advisors's IWB Position: Q1 2026 in Review

Millington Financial Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 764 shares worth $299K. The position accounts for 0.13% of the portfolio, ranked #93.

Millington Financial Advisors first reported a position in IWB in Q3 2024 and has held it in 6 quarters since. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Millington Financial Advisors held 764 shares of iShares Russell 1000 ETF worth $299K as of Q1 2026.
  • Millington Financial Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 ETF made up 0.13% of Millington Financial Advisors's portfolio in Q1 2026, its #93 holding.
  • Millington Financial Advisors first reported a position in iShares Russell 1000 ETF in Q3 2024 and has held it in 6 quarters since.
  • 1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Millington Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.