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Mitchell Sinkler & Starr’s iShares Russell 1000 ETF IWB Stock Holding History

Mitchell Sinkler & Starr’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 		$4.15M Buy
10,125
+250
+3% +$99.1K 1.73% 12
2026
Q1 		$3.52M Buy
9,875
+175
+2% +$65.2K 1.63% 12
2025
Q4 		$3.62M Buy
9,700
+50
+0.5% +$18.5K 1.64% 14
2025
Q3 		$3.53M Buy
9,650
+590
+7% +$208K 1.59% 16
2025
Q2 		$3.08M Buy
9,060
+50
+0.6% +$15.7K 1.47% 18
2025
Q1 		$2.76M Buy
9,010
+710
+9% +$230K 0.77% 34
2024
Q4 		$2.67M Buy
8,300
+55
+0.7% +$17.8K 0.71% 33
2024
Q3 		$2.59M Buy
8,245
+60
+0.7% +$18.2K 0.65% 38
2024
Q2 		$2.48M Buy
8,185
+2,035
+33% +$584K 0.64% 38
2024
Q1 		$1.77M Sell
6,150
-30,206
-83% -$8.28M 0.44% 51
2023
Q4 		$9.53M Buy
+36,356
New +$8.9M 1.73% 19
2023
Q3 		– Sell
-7,940
Closed -$1.94M – 116
2023
Q2 		$1.94M Buy
7,940
+250
+3% +$57.6K 0.55% 45
2023
Q1 		$1.73M Buy
7,690
+1,575
+26% +$347K 0.51% 47
2022
Q4 		$1.29M Buy
6,115
+75
+1% +$15.9K 0.41% 51
2022
Q3 		$1.19M Buy
6,040
+5,000
+481% +$1.1M 0.46% 48
2022
Q2 		$216K Hold
1,040
– – 0.08% 111
2022
Q1 		$260K Hold
1,040
– – 0.08% 106
2021
Q4 		$275K Buy
+1,040
New +$268K 0.08% 108
2020
Q4 		– Sell
-1,375
Closed -$257K – 96
2020
Q3 		$257K Hold
1,375
– – 0.26% 84
2020
Q2 		$236K Buy
+1,375
New +$222K 0.27% 87
2020
Q1 		– Sell
-1,225
Closed -$219K – 98
2019
Q4 		$219K Buy
+1,225
New +$209K 0.23% 97

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Mitchell Sinkler & Starr's IWB Position: Q2 2026 in Review

Mitchell Sinkler & Starr increased its iShares Russell 1000 ETF (IWB) stake by 2.5% in Q2 2026, buying an estimated $99.1K and bringing the position to 10,125 shares worth $4.15M. The position accounts for 1.73% of the portfolio, ranked #12.

Mitchell Sinkler & Starr first reported a position in IWB in Q4 2019 and has held it in 21 quarters since. The position peaked at $9.53M in Q4 2023. 487 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Mitchell Sinkler & Starr held 10,125 shares of iShares Russell 1000 ETF worth $4.15M as of Q2 2026.
  • Mitchell Sinkler & Starr bought 250 iShares Russell 1000 ETF shares in Q2 2026, an estimated $99.1K.
  • iShares Russell 1000 ETF made up 1.73% of Mitchell Sinkler & Starr's portfolio in Q2 2026, its #12 holding.
  • Mitchell Sinkler & Starr first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 21 quarters since.
  • Mitchell Sinkler & Starr's iShares Russell 1000 ETF position peaked at $9.53M in Q4 2023.
  • 487 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2026, filed 21 Jul 2026.