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MOTCO’s iShares Russell 1000 ETF IWB Stock Holding History

MOTCO’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 		$97.7K Buy
+274
New +$102K 0.01% 273
2020
Q2 		– Sell
-74
Closed -$10K – 705
2020
Q1 		$10K Hold
74
– – ﹤0.01% 444
2019
Q4 		$13K Buy
+74
New +$12.6K ﹤0.01% 420
2018
Q2 		– Sell
-45
Closed -$7K – 516
2018
Q1 		$7K Hold
45
– – ﹤0.01% 485
2017
Q4 		$7K Hold
45
– – ﹤0.01% 496
2017
Q3 		$6K Hold
45
– – ﹤0.01% 499
2017
Q2 		$6K Hold
45
– – ﹤0.01% 517
2017
Q1 		$6K Buy
+45
New +$5.83K ﹤0.01% 536

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

MOTCO's IWB Position: Q1 2026 in Review

MOTCO opened a new position in iShares Russell 1000 ETF (IWB) in Q1 2026: 274 shares worth $97.7K. The stake represents 0.01% of the portfolio and ranks #273 among its holdings. This is a return to the name: MOTCO previously reported a position in IWB as recently as Q1 2020.

MOTCO first reported a position in IWB in Q1 2017 and has held it in 8 quarters since. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • MOTCO held 274 shares of iShares Russell 1000 ETF worth $97.7K as of Q1 2026.
  • iShares Russell 1000 ETF was a new MOTCO position in Q1 2026.
  • iShares Russell 1000 ETF made up 0.01% of MOTCO's portfolio in Q1 2026, its #273 holding.
  • MOTCO first reported a position in iShares Russell 1000 ETF in Q1 2017 and has held it in 8 quarters since.
  • 1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.