MEG
IWB icon

Millstone Evans Group’s iShares Russell 1000 ETF IWB Stock Holding History

Millstone Evans Group’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
Q2 		$196K Hold
478
– – 0.11% 149
2026
Q1 		$170K Hold
478
– – 0.1% 160
2025
Q4 		$179K Hold
478
– – 0.11% 157
2025
Q3 		$175K Hold
478
– – 0.11% 144
2025
Q2 		$162K Hold
478
– – 0.11% 145
2025
Q1 		$147K Buy
478
+387
+425% +$125K 0.1% 151
2024
Q4 		$29.3K Buy
+91
New +$29.5K 0.02% 377

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millstone Evans Group's IWB Position: Q2 2026 in Review

Millstone Evans Group held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 478 shares worth $196K. The position accounts for 0.11% of the portfolio, ranked #149.

Millstone Evans Group first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Millstone Evans Group held 478 shares of iShares Russell 1000 ETF worth $196K as of Q2 2026.
  • Millstone Evans Group left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.11% of Millstone Evans Group's portfolio in Q2 2026, its #149 holding.
  • Millstone Evans Group first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.