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Moors & Cabot’s iShares Russell 1000 ETF IWB Stock Holding History

Moors & Cabot’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 		$230K Hold
562
– – 0.01% 853
2026
Q1 		$200K Sell
562
-125
-18% -$46.6K 0.01% 865
2025
Q4 		$257K Buy
687
+60
+10% +$22.2K 0.01% 759
2025
Q3 		$229K Sell
627
-36
-5% -$12.7K 0.01% 786
2025
Q2 		$225K Buy
663
+10
+2% +$3.14K 0.01% 762
2025
Q1 		$200K Buy
+653
New +$211K 0.01% 792
2024
Q3 		– Sell
-705
Closed -$210K – 896
2024
Q2 		$210K Hold
705
– – 0.01% 752
2024
Q1 		$203K Buy
+705
New +$193K 0.01% 809
2018
Q4 		– Sell
-1,374
Closed -$222K – 542
2018
Q3 		$222K Buy
+1,374
New +$218K 0.03% 512
2018
Q2 		– Sell
-1,718
Closed -$252K – 580
2018
Q1 		$252K Sell
1,718
-346
-17% -$52.6K 0.03% 480
2017
Q4 		$307K Sell
2,064
-841
-29% -$122K 0.04% 410
2017
Q3 		$407K Buy
2,905
+731
+34% +$100K 0.06% 344
2017
Q2 		$295K Hold
2,174
– – 0.05% 394
2017
Q1 		$285K Sell
2,174
-957
-31% -$124K 0.05% 393
2016
Q4 		$390K Hold
3,131
– – 0.06% 332
2016
Q3 		$377K Buy
3,131
+103
+3% +$12.4K 0.06% 324
2016
Q2 		$353K Sell
3,028
-1,078
-26% -$124K 0.06% 337
2016
Q1 		$469K Sell
4,106
-2,041
-33% -$221K 0.08% 262
2015
Q4 		$698K Buy
6,147
+2,641
+75% +$302K 0.13% 205
2015
Q3 		$377K Buy
+3,506
New +$398K 0.07% 307

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

Moors & Cabot's IWB Position: Q2 2026 in Review

Moors & Cabot held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 562 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #853.

Moors & Cabot first reported a position in IWB in Q3 2015 and has held it in 20 quarters since. The position peaked at $698K in Q4 2015. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Moors & Cabot held 562 shares of iShares Russell 1000 ETF worth $230K as of Q2 2026.
  • Moors & Cabot left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #853 holding.
  • Moors & Cabot first reported a position in iShares Russell 1000 ETF in Q3 2015 and has held it in 20 quarters since.
  • Moors & Cabot's iShares Russell 1000 ETF position peaked at $698K in Q4 2015.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.