MWM
IWB icon

Mission Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Mission Wealth Management’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 		$22.2M Sell
62,346
-1,294
-2% -$482K 0.46% 38
2025
Q4 		$23.8M Sell
63,640
-1,407
-2% -$521K 0.47% 36
2025
Q3 		$23.8M Sell
65,047
-269
-0.4% -$94.7K 0.47% 36
2025
Q2 		$22.2M Sell
65,316
-13
-0% -$4.08K 0.47% 37
2025
Q1 		$20M Sell
65,329
-643
-1% -$208K 0.49% 34
2024
Q4 		$21.3M Buy
65,972
+50,612
+330% +$16.4M 0.5% 31
2024
Q3 		$4.83M Buy
15,360
+1,099
+8% +$333K 0.12% 96
2024
Q2 		$4.24M Buy
14,261
+1,584
+12% +$455K 0.11% 104
2024
Q1 		$3.65M Sell
12,677
-226
-2% -$61.9K 0.1% 122
2023
Q4 		$3.38M Buy
12,903
+802
+7% +$196K 0.11% 103
2023
Q3 		$2.84M Buy
12,101
+2,874
+31% +$704K 0.11% 102
2023
Q2 		$2.25M Buy
9,227
+547
+6% +$126K 0.09% 122
2023
Q1 		$1.96M Buy
8,680
+1,171
+16% +$258K 0.08% 137
2022
Q4 		$1.58M Buy
7,509
+229
+3% +$48.5K 0.08% 143
2022
Q3 		$1.44M Buy
7,280
+368
+5% +$80.7K 0.08% 139
2022
Q2 		$1.44M Sell
6,912
-68
-1% -$15.4K 0.08% 143
2022
Q1 		$1.75M Buy
6,980
+24
+0.3% +$5.93K 0.08% 125
2021
Q4 		$1.84M Buy
6,956
+362
+5% +$93.2K 0.08% 124
2021
Q3 		$1.59M Buy
6,594
+193
+3% +$48K 0.08% 125
2021
Q2 		$1.55M Buy
6,401
+1,710
+36% +$403K 0.08% 120
2021
Q1 		$1.05M Hold
4,691
– – 0.06% 147
2020
Q4 		$994K Sell
4,691
-972
-17% -$194K 0.06% 145
2020
Q3 		$1.06M Buy
5,663
+594
+12% +$110K 0.08% 119
2020
Q2 		$870K Buy
5,069
+1,274
+34% +$206K 0.08% 124
2020
Q1 		$537K Buy
3,795
+88
+2% +$14.9K 0.06% 152
2019
Q4 		$661K Buy
3,707
+1,181
+47% +$202K 0.06% 151
2019
Q3 		$416K Buy
2,526
+347
+16% +$56.9K 0.04% 189
2019
Q2 		$355K Buy
2,179
+70
+3% +$11.2K 0.04% 211
2019
Q1 		$332K Hold
2,109
– – 0.04% 215
2018
Q4 		$292K Sell
2,109
-1,035
-33% -$155K 0.04% 203
2018
Q3 		$508K Sell
3,144
-154
-5% -$24.4K 0.07% 155
2018
Q2 		$501K Buy
3,298
+169
+5% +$25.5K 0.07% 139
2018
Q1 		$459K Buy
3,129
+246
+9% +$37.4K 0.07% 123
2017
Q4 		$428K Buy
2,883
+948
+49% +$137K 0.07% 118
2017
Q3 		$271K Sell
1,935
-32
-2% -$4.39K 0.05% 151
2017
Q2 		$266K Buy
1,967
+315
+19% +$42.1K 0.05% 145
2017
Q1 		$217K Buy
+1,652
New +$214K 0.04% 169

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

Mission Wealth Management's IWB Position: Q1 2026 in Review

Mission Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 2% in Q1 2026, selling an estimated $482K and leaving 62,346 shares worth $22.2M. The position accounts for 0.46% of the portfolio, ranked #38.

Mission Wealth Management first reported a position in IWB in Q1 2017 and has held it in 37 quarters since. The position peaked at $23.8M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Mission Wealth Management held 62,346 shares of iShares Russell 1000 ETF worth $22.2M as of Q1 2026.
  • Mission Wealth Management sold 1,294 iShares Russell 1000 ETF shares in Q1 2026, an estimated $482K.
  • iShares Russell 1000 ETF made up 0.46% of Mission Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Mission Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2017 and has held it in 37 quarters since.
  • Mission Wealth Management's iShares Russell 1000 ETF position peaked at $23.8M in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.