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MTM Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

MTM Investment Management’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 		$298K Buy
729
+2
+0.3% +$793 0.09% 176
2026
Q1 		$259K Buy
727
+1
+0.1% +$373 0.08% 178
2025
Q4 		$271K Buy
726
+2
+0.3% +$741 0.09% 178
2025
Q3 		$265K Sell
724
-3
-0.4% -$1.06K 0.08% 181
2025
Q2 		$247K Buy
727
+1
+0.1% +$314 0.08% 182
2025
Q1 		$223K Buy
726
+2
+0.3% +$647 0.09% 189
2024
Q4 		$233K Buy
724
+624
+624% +$202K 0.09% 177
2024
Q3 		$31.4K Hold
100
– – 0.01% 233
2024
Q2 		$29.8K Hold
100
– – 0.01% 226
2024
Q1 		$28.8K Hold
100
– – 0.01% 237
2023
Q4 		$26.2K Hold
100
– – 0.01% 225
2023
Q3 		$23.5K Hold
100
– – 0.01% 218
2023
Q2 		$24.4K Hold
100
– – 0.01% 227
2023
Q1 		$22.5K Hold
100
– – 0.01% 231
2022
Q4 		$21.1K Hold
100
– – 0.01% 233
2022
Q3 		$20K Hold
100
– – 0.01% 228
2022
Q2 		$21K Hold
100
– – 0.01% 232
2022
Q1 		$25K Hold
100
– – 0.01% 244
2021
Q4 		$26K Hold
100
– – 0.01% 244
2021
Q3 		$24K Hold
100
– – 0.01% 223
2021
Q2 		$24K Sell
100
-14
-12% -$3.3K 0.01% 219
2021
Q1 		$26K Hold
114
– – 0.01% 210
2020
Q4 		$24K Buy
+114
New +$22.8K 0.01% 193

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 29.2% 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

MTM Investment Management's IWB Position: Q2 2026 in Review

MTM Investment Management increased its iShares Russell 1000 ETF (IWB) stake by 0.28% in Q2 2026, buying an estimated $793 and bringing the position to 729 shares worth $298K. The position accounts for 0.09% of the portfolio, ranked #176.

MTM Investment Management first reported a position in IWB in Q4 2020 and has held it in 23 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • MTM Investment Management held 729 shares of iShares Russell 1000 ETF worth $298K as of Q2 2026.
  • MTM Investment Management bought 2 iShares Russell 1000 ETF shares in Q2 2026, an estimated $793.
  • iShares Russell 1000 ETF made up 0.09% of MTM Investment Management's portfolio in Q2 2026, its #176 holding.
  • MTM Investment Management first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.