Mullaney, Keating & Wright’s iShares Russell 1000 ETF IWB Stock Holding History

Mullaney, Keating & Wright’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	$21.3M	Buy	52,031 +80	+0.2%	+$31.7K	10.3%	2
2026 Q1	$18.5M	Sell	51,951 -1,661	-3%	-$619K	10.06%	2
2025 Q4	$20M	Sell	53,612 -351	-0.7%	-$130K	10.57%	2
2025 Q3	$19.7M	Buy	53,963 +518	+1%	+$182K	10.95%	2
2025 Q2	$18.1M	Sell	53,445 -252	-0.5%	-$79.1K	11.88%	2
2025 Q1	$16.5M	Buy	53,697 +1,255	+2%	+$406K	11.1%	2
2024 Q4	$16.9M	Sell	52,442 -2,144	-4%	-$695K	11.4%	2
2024 Q3	$17.2M	Buy	54,586 +707	+1%	+$214K	11.91%	2
2024 Q2	$16M	Buy	+53,879	New	+$15.5M	12.43%	2

Other funds holding IWB

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Enclave Advisors Austin, Texas $767M AUM 21.99% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return