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

Modern 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 		$10.5M Buy
25,536
+18,030
+240% +$7.15M 0.12% 177
2026
Q1 		$2.7M Buy
7,506
+1,066
+17% +$397K 0.05% 270
2025
Q4 		$2.4M Buy
6,440
+3,940
+158% +$1.46M 0.04% 271
2025
Q3 		$914K Buy
2,500
+167
+7% +$58.8K 0.02% 406
2025
Q2 		$792K Buy
2,333
+53
+2% +$16.6K 0.02% 404
2025
Q1 		$699K Buy
2,280
+935
+70% +$302K 0.02% 362
2024
Q4 		$433K Buy
1,345
+224
+20% +$72.6K 0.02% 385
2024
Q3 		$352K Hold
1,121
– – 0.02% 312
2024
Q2 		$334K Hold
1,121
– – 0.02% 289
2024
Q1 		$323K Hold
1,121
– – 0.03% 231
2023
Q4 		$294K Buy
+1,121
New +$274K 0.04% 142

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 29.18% 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

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

Modern Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 240% in Q2 2026, buying an estimated $7.15M and bringing the position to 25,536 shares worth $10.5M. The position accounts for 0.12% of the portfolio, ranked #177.

Modern Wealth Management first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Modern Wealth Management held 25,536 shares of iShares Russell 1000 ETF worth $10.5M as of Q2 2026.
  • Modern Wealth Management bought 18,030 iShares Russell 1000 ETF shares in Q2 2026, an estimated $7.15M.
  • iShares Russell 1000 ETF made up 0.12% of Modern Wealth Management's portfolio in Q2 2026, its #177 holding.
  • Modern Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.