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 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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MOTCO's IWB Position: Q2 2026 in Review

MOTCO reduced its iShares Russell 1000 ETF (IWB) stake by 45% in Q2 2026, selling an estimated $48.7K and leaving 151 shares worth $61.8K. The position accounts for 0.01% of the portfolio, ranked #307.

MOTCO first reported a position in IWB in Q1 2017 and has held it in 9 quarters since. The position peaked at $97.7K in Q1 2026. 1,552 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

MOTCO held 151 shares of iShares Russell 1000 ETF worth $61.8K as of Q2 2026.
MOTCO sold 123 iShares Russell 1000 ETF shares in Q2 2026, an estimated $48.7K.
iShares Russell 1000 ETF made up 0.01% of MOTCO's portfolio in Q2 2026, its #307 holding.
MOTCO first reported a position in iShares Russell 1000 ETF in Q1 2017 and has held it in 9 quarters since.
MOTCO's iShares Russell 1000 ETF position peaked at $97.7K in Q1 2026.
1,552 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.