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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

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

Mullaney, Keating & Wright's IWB Position: Q2 2026 in Review

Mullaney, Keating & Wright increased its iShares Russell 1000 ETF (IWB) stake by 0.15% in Q2 2026, buying an estimated $31.7K and bringing the position to 52,031 shares worth $21.3M. The position accounts for 10.3% of the portfolio, ranked #2.

Mullaney, Keating & Wright first reported a position in IWB in Q2 2024 and has held it in 9 quarters since. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Mullaney, Keating & Wright held 52,031 shares of iShares Russell 1000 ETF worth $21.3M as of Q2 2026.
  • Mullaney, Keating & Wright bought 80 iShares Russell 1000 ETF shares in Q2 2026, an estimated $31.7K.
  • iShares Russell 1000 ETF made up 10.3% of Mullaney, Keating & Wright's portfolio in Q2 2026, its #2 holding.
  • Mullaney, Keating & Wright first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Mullaney, Keating & Wright's 13F filing for Q2 2026, filed 14 Jul 2026.