MML Investors Services
IWB icon

MML Investors Services’s iShares Russell 1000 ETF IWB Stock Holding History

MML Investors Services’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 		$60.6M Sell
169,884
-4,978
-3% -$1.85M 0.17% 124
2025
Q4 		$65.3M Buy
174,862
+8,035
+5% +$2.98M 0.16% 128
2025
Q3 		$61M Sell
166,827
-401
-0.2% -$141K 0.16% 128
2025
Q2 		$56.8M Sell
167,228
-1,549
-0.9% -$486K 0.16% 131
2025
Q1 		$51.8M Buy
168,777
+17,159
+11% +$5.55M 0.17% 120
2024
Q4 		$48.8M Sell
151,618
-1,361
-0.9% -$441K 0.17% 127
2024
Q3 		$48.1M Buy
152,979
+1,344
+0.9% +$407K 0.18% 124
2024
Q2 		$45.1M Sell
151,635
-8,295
-5% -$2.38M 0.18% 126
2024
Q1 		$46.1M Sell
159,930
-3,285
-2% -$900K 0.19% 118
2023
Q4 		$42.8M Buy
163,215
+900
+0.6% +$220K 0.2% 112
2023
Q3 		$38.1M Sell
162,315
-1,404
-0.9% -$344K 0.21% 97
2023
Q2 		$39.9M Buy
163,719
+8,649
+6% +$1.99M 0.22% 96
2023
Q1 		$34.9M Sell
155,070
-101,160
-39% -$22.3M 0.25% 87
2022
Q4 		$53.9M Buy
256,230
+48,403
+23% +$10.2M 0.35% 51
2022
Q3 		$41M Buy
207,827
+3,001
+1% +$658K 0.31% 62
2022
Q2 		$42.6M Buy
204,826
+96,887
+90% +$21.9M 0.32% 62
2022
Q1 		$27M Buy
107,939
+8,624
+9% +$2.13M 0.19% 108
2021
Q4 		$26.3M Buy
99,315
+8,401
+9% +$2.16M 0.19% 115
2021
Q3 		$22M Buy
90,914
+55,411
+156% +$13.8M 0.17% 127
2021
Q2 		$8.6M Buy
35,503
+1,204
+4% +$284K 0.07% 275
2021
Q1 		$7.68M Sell
34,299
-299
-0.9% -$65.5K 0.07% 271
2020
Q4 		$7.33M Sell
34,598
-17,807
-34% -$3.55M 0.08% 247
2020
Q3 		$9.81M Sell
52,405
-4,695
-8% -$867K 0.12% 176
2020
Q2 		$9.8M Sell
57,100
-19,042
-25% -$3.08M 0.13% 179
2020
Q1 		$10.8M Sell
76,142
-858
-1% -$145K 0.19% 134
2019
Q4 		$13.7M Sell
77,000
-7,278
-9% -$1.24M 0.2% 132
2019
Q3 		$13.9M Sell
84,278
-81,383
-49% -$13.4M 0.22% 119
2019
Q2 		$27M Buy
165,661
+8,595
+5% +$1.38M 0.39% 53
2019
Q1 		$24.7M Sell
157,066
-6,586
-4% -$996K 0.38% 54
2018
Q4 		$22.7M Buy
163,652
+39,235
+32% +$5.87M 0.41% 53
2018
Q3 		$20.1M Buy
124,417
+10,856
+10% +$1.72M 0.34% 72
2018
Q2 		$17.3M Buy
113,561
+10,798
+11% +$1.63M 0.38% 64
2018
Q1 		$15.1M Buy
102,763
+5,585
+6% +$849K 0.32% 82
2017
Q4 		$14.4M Buy
97,178
+2,185
+2% +$316K 0.27% 86
2017
Q3 		$13.3M Sell
94,993
-3,834
-4% -$526K 0.27% 89
2017
Q2 		$13.4M Buy
+98,827
New +$13.2M 0.26% 92

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

MML Investors Services's IWB Position: Q1 2026 in Review

MML Investors Services reduced its iShares Russell 1000 ETF (IWB) stake by 2.8% in Q1 2026, selling an estimated $1.85M and leaving 169,884 shares worth $60.6M. The position accounts for 0.17% of the portfolio, ranked #124.

MML Investors Services first reported a position in IWB in Q2 2017 and has held it in 36 quarters since. The position peaked at $65.3M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • MML Investors Services held 169,884 shares of iShares Russell 1000 ETF worth $60.6M as of Q1 2026.
  • MML Investors Services sold 4,978 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.85M.
  • iShares Russell 1000 ETF made up 0.17% of MML Investors Services's portfolio in Q1 2026, its #124 holding.
  • MML Investors Services first reported a position in iShares Russell 1000 ETF in Q2 2017 and has held it in 36 quarters since.
  • MML Investors Services's iShares Russell 1000 ETF position peaked at $65.3M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.