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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
Q3 		– Sell
-151
Closed -$61.8K – 913
2026
Q2 		$61.8K Sell
151
-123
-45% -$48.7K 0.01% 307
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

MOTCO's IWB Position: Q3 2026 in Review

MOTCO sold out of iShares Russell 1000 ETF (IWB) in Q3 2026, closing a stake of 151 shares — an estimated $61.8K sold.

MOTCO first reported a position in IWB in Q1 2017 and held it in 9 quarters. The position peaked at $97.7K in Q1 2026. 1,388 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • MOTCO reported no remaining iShares Russell 1000 ETF position as of Q3 2026 after selling out during the quarter.
  • MOTCO sold 151 iShares Russell 1000 ETF shares in Q3 2026, an estimated $61.8K.
  • MOTCO first reported a position in iShares Russell 1000 ETF in Q1 2017 and held it in 9 quarters.
  • MOTCO's iShares Russell 1000 ETF position peaked at $97.7K in Q1 2026.
  • 1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.