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Mutual Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Mutual 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
Q1 		$3.12M Buy
8,760
+6
+0.1% +$2.24K 0.07% 276
2025
Q4 		$3.27M Buy
8,754
+253
+3% +$93.7K 0.07% 265
2025
Q3 		$3.13M Buy
8,501
+541
+7% +$191K 0.07% 269
2025
Q2 		$2.79M Buy
7,960
+869
+12% +$273K 0.07% 254
2025
Q1 		$2.14M Buy
7,091
+676
+11% +$219K 0.06% 274
2024
Q4 		$2.09M Buy
6,415
+454
+8% +$147K 0.06% 271
2024
Q3 		$1.89M Sell
5,961
-2,656
-31% -$804K 0.06% 292
2024
Q2 		$2.57M Sell
8,617
-393
-4% -$113K 0.08% 228
2024
Q1 		$2.6M Sell
9,010
-79
-0.9% -$21.7K 0.08% 220
2023
Q4 		$2.38M Sell
9,089
-1,168
-11% -$286K 0.08% 229
2023
Q3 		$2.41M Sell
10,257
-753
-7% -$184K 0.09% 206
2023
Q2 		$2.68M Sell
11,010
-506
-4% -$117K 0.1% 195
2023
Q1 		$2.59M Buy
11,516
+736
+7% +$162K 0.11% 195
2022
Q4 		$2.27M Buy
10,780
+1,087
+11% +$230K 0.1% 202
2022
Q3 		$1.91M Buy
9,693
+725
+8% +$159K 0.1% 201
2022
Q2 		$1.86M Buy
8,968
+2,434
+37% +$550K 0.12% 188
2022
Q1 		$1.63M Buy
6,534
+183
+3% +$45.2K 0.09% 250
2021
Q4 		$1.68M Buy
6,351
+4,957
+356% +$1.28M 0.09% 262
2021
Q3 		$337K Buy
1,394
+22
+2% +$5.47K 0.02% 682
2021
Q2 		$332K Buy
1,372
+16
+1% +$3.77K 0.02% 657
2021
Q1 		$303K Buy
1,356
+407
+43% +$89.1K 0.02% 632
2020
Q4 		$201K Sell
949
-626
-40% -$125K 0.01% 704
2020
Q3 		$295K Buy
+1,575
New +$291K 0.03% 548

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mutual Advisors's IWB Position: Q1 2026 in Review

Mutual Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.07% in Q1 2026, buying an estimated $2.24K and bringing the position to 8,760 shares worth $3.12M. The position accounts for 0.07% of the portfolio, ranked #276.

Mutual Advisors first reported a position in IWB in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.27M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Mutual Advisors held 8,760 shares of iShares Russell 1000 ETF worth $3.12M as of Q1 2026.
  • Mutual Advisors bought 6 iShares Russell 1000 ETF shares in Q1 2026, an estimated $2.24K.
  • iShares Russell 1000 ETF made up 0.07% of Mutual Advisors's portfolio in Q1 2026, its #276 holding.
  • Mutual Advisors first reported a position in iShares Russell 1000 ETF in Q3 2020 and has held it in 23 quarters since.
  • Mutual Advisors's iShares Russell 1000 ETF position peaked at $3.27M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.