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

Mittelman 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
Q2 		$1.27M Sell
1,972
-1,456
-42% -$577K 0.84% 23
2026
Q1 		$1.2M Buy
+3,428
New +$1.28M 0.75% 23
2025
Q4 		– Sell
-2,952
Closed -$1.08M – 46
2025
Q3 		$1.08M Buy
2,952
+600
+26% +$211K 0.71% 23
2025
Q2 		$799K Buy
2,352
+999
+74% +$314K 0.67% 17
2025
Q1 		$415K Buy
1,353
+3
+0.2% +$970 0.37% 25
2024
Q4 		$435K Buy
+1,350
New +$437K 0.4% 26

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 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

Mittelman Wealth Management's IWB Position: Q2 2026 in Review

Mittelman Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 42% in Q2 2026, selling an estimated $577K and leaving 1,972 shares worth $1.27M. The position accounts for 0.84% of the portfolio, ranked #23.

Mittelman Wealth Management first reported a position in IWB in Q4 2024 and has held it in 6 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Mittelman Wealth Management held 1,972 shares of iShares Russell 1000 ETF worth $1.27M as of Q2 2026.
  • Mittelman Wealth Management sold 1,456 iShares Russell 1000 ETF shares in Q2 2026, an estimated $577K.
  • iShares Russell 1000 ETF made up 0.84% of Mittelman Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Mittelman Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.