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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
Q2 		$3.57M Sell
8,717
-43
-0.5% -$17K 0.07% 282
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

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 29.18% 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

Mutual Advisors's IWB Position: Q2 2026 in Review

Mutual Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.49% in Q2 2026, selling an estimated $17K and leaving 8,717 shares worth $3.57M. The position accounts for 0.07% of the portfolio, ranked #282.

Mutual Advisors first reported a position in IWB in Q3 2020 and has held it in 24 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Mutual Advisors held 8,717 shares of iShares Russell 1000 ETF worth $3.57M as of Q2 2026.
  • Mutual Advisors sold 43 iShares Russell 1000 ETF shares in Q2 2026, an estimated $17K.
  • iShares Russell 1000 ETF made up 0.07% of Mutual Advisors's portfolio in Q2 2026, its #282 holding.
  • Mutual Advisors first reported a position in iShares Russell 1000 ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.