Mount Yale Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Mount Yale Investment Advisors’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	$268K	Hold	655	–	–	0.01%	1024
2026 Q1	$233K	Buy	655 +1	+0.2%	+$373	0.01%	997
2025 Q4	$244K	Hold	654	–	–	0.01%	643
2025 Q3	$239K	Buy	+654	New	+$230K	0.02%	583
2023 Q1	–	Sell	-1,303	Closed	-$274K	–	509
2022 Q4	$274K	Buy	+1,303	New	+$276K	0.03%	372
2020 Q4	–	Sell	-3,641	Closed	-$681K	–	411
2020 Q3	$681K	Sell	3,641 -1,046	-22%	-$193K	0.1%	202
2020 Q2	$805K	Sell	4,687 -3,619	-44%	-$586K	0.14%	152
2020 Q1	$1.18M	Sell	8,306 -4,420	-35%	-$747K	0.27%	101
2019 Q4	$2.27M	Sell	12,726 -3,500	-22%	-$597K	0.39%	57
2019 Q3	$2.78M	Buy	16,226 +9,093	+127%	+$1.49M	0.5%	47
2019 Q2	$1.14M	Sell	7,133 -85	-1%	-$13.6K	0.21%	107
2019 Q1	$1.14M	Buy	7,218 +137	+2%	+$20.7K	0.21%	107
2018 Q4	$1.07M	Sell	7,081 -12,315	-63%	-$1.84M	0.22%	109
2018 Q3	$3.02M	Sell	19,396 -234	-1%	-$37.1K	0.53%	41
2018 Q2	$2.98M	Buy	19,630 +42	+0.2%	+$6.33K	0.56%	41
2018 Q1	$2.88M	Buy	+19,588	New	+$2.98M	0.62%	39

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 22.9% 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

Mount Yale Investment Advisors's IWB Position: Q2 2026 in Review

Mount Yale Investment Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 655 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #1024.

Mount Yale Investment Advisors first reported a position in IWB in Q1 2018 and has held it in 16 quarters since. The position peaked at $3.02M in Q3 2018. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Mount Yale Investment Advisors held 655 shares of iShares Russell 1000 ETF worth $268K as of Q2 2026.
Mount Yale Investment Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1024 holding.
Mount Yale Investment Advisors first reported a position in iShares Russell 1000 ETF in Q1 2018 and has held it in 16 quarters since.
Mount Yale Investment Advisors's iShares Russell 1000 ETF position peaked at $3.02M in Q3 2018.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.