MYCIO Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

MYCIO Wealth Partners’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	$1.06M	Buy	2,582 +3	+0.1%	+$1.19K	0.2%	27
2026 Q1	$920K	Buy	2,579 +202	+8%	+$75.3K	0.18%	28
2025 Q4	$888K	Buy	2,377 +3	+0.1%	+$1.11K	0.18%	27
2025 Q3	$868K	Buy	2,374 +2	+0.1%	+$704	0.2%	26
2025 Q2	$806K	Sell	2,372 -3,991	-63%	-$1.25M	0.19%	26
2025 Q1	$1.95M	Sell	6,363 -398	-6%	-$129K	0.46%	20
2024 Q4	$2.18M	Sell	6,761 -782	-10%	-$253K	0.52%	21
2024 Q3	$2.37M	Buy	7,543 +18	+0.2%	+$5.45K	0.54%	19
2024 Q2	$2.24M	Buy	7,525 +13	+0.2%	+$3.73K	0.57%	18
2024 Q1	$2.16M	Buy	7,512 +16	+0.2%	+$4.38K	0.55%	19
2023 Q4	$1.97M	Buy	7,496 +42	+0.6%	+$10.3K	0.55%	19
2023 Q3	$1.75M	Sell	7,454 -80	-1%	-$19.6K	0.52%	20
2023 Q2	$1.84M	Buy	7,534 +14	+0.2%	+$3.22K	0.58%	19
2023 Q1	$1.69M	Buy	7,520 +19	+0.3%	+$4.18K	0.59%	21
2022 Q4	$1.58M	Buy	7,501 +48	+0.6%	+$10.2K	0.52%	22
2022 Q3	$1.47M	Hold	7,453	–	–	0.57%	21
2022 Q2	$1.55M	Buy	7,453 +16	+0.2%	+$3.62K	0.57%	17
2022 Q1	$1.86M	Buy	7,437 +15	+0.2%	+$3.7K	0.59%	17
2021 Q4	$1.96M	Sell	7,422 -333	-4%	-$85.7K	0.65%	15
2021 Q3	$1.87M	Hold	7,755	–	–	0.69%	14
2021 Q2	$1.88M	Buy	7,755 +30	+0.4%	+$7.07K	0.76%	14
2021 Q1	$1.73M	Sell	7,725 -597	-7%	-$131K	0.77%	14
2020 Q4	$1.76M	Buy	8,322 +22	+0.3%	+$4.39K	0.96%	10
2020 Q3	$1.55M	Buy	8,300 +24	+0.3%	+$4.43K	1.06%	10
2020 Q2	$1.42M	Buy	8,276 +51	+0.6%	+$8.25K	0.98%	10
2020 Q1	$1.16M	Sell	8,225 -193,198	-96%	-$32.7M	0.78%	9
2019 Q4	$35.9M	Sell	201,423 -8,870	-4%	-$1.51M	2.34%	11
2019 Q3	$34.6M	Buy	210,293 +2,008	+1%	+$330K	2.57%	11
2019 Q2	$33.9M	Sell	208,285 -5,639	-3%	-$903K	2.66%	10
2019 Q1	$33.7M	Sell	213,924 -562	-0.3%	-$85K	2.79%	9
2018 Q4	$29.7M	Buy	214,486 +48,269	+29%	+$7.22M	2.77%	9
2018 Q3	$26.9M	Buy	166,217 +1,562	+0.9%	+$248K	2.61%	9
2018 Q2	$25M	Buy	164,655 +2,126	+1%	+$320K	2.59%	9
2018 Q1	$23.9M	Sell	162,529 -5,075	-3%	-$771K	2.69%	9
2017 Q4	$24.9M	Sell	167,604 -2,118	-1%	-$307K	2.69%	9
2017 Q3	$23.7M	Buy	169,722 +5,795	+4%	+$795K	2.69%	10
2017 Q2	$22.2M	Buy	163,927 +99	+0.1%	+$13.2K	2.59%	10
2017 Q1	$21.5M	Buy	163,828 +175	+0.1%	+$22.7K	2.64%	10
2016 Q4	$20.4M	Buy	163,653 +139,155	+568%	+$16.9M	2.73%	10
2016 Q3	$2.95M	Buy	24,498 +43	+0.2%	+$5.17K	0.49%	25
2016 Q2	$2.86M	Hold	24,455	–	–	0.49%	25
2016 Q1	$2.79M	Sell	24,455 -2,117	-8%	-$229K	0.5%	26
2015 Q4	$3.01M	Buy	26,572 +3,629	+16%	+$415K	0.54%	26
2015 Q3	$2.46M	Buy	22,943 +44	+0.2%	+$5K	0.5%	25
2015 Q2	$2.66M	Buy	22,899 +27	+0.1%	+$3.18K	0.52%	23
2015 Q1	$2.65M	Buy	22,872 +33	+0.1%	+$3.81K	0.54%	23
2014 Q4	$2.62M	Sell	22,839 -1,329	-5%	-$149K	0.55%	23
2014 Q3	$2.65M	Buy	24,168 +1,384	+6%	+$153K	0.62%	23
2014 Q2	$2.51M	Sell	22,784 -218	-0.9%	-$23.2K	0.57%	23
2014 Q1	$2.41M	Hold	23,002	–	–	0.59%	22
2013 Q4	$2.37M	Buy	23,002 +5,865	+34%	+$580K	0.59%	23
2013 Q3	$1.61M	Buy	17,137 +3,776	+28%	+$353K	0.44%	25
2013 Q2	$1.2M	Buy	+13,361	New	+$1.2M	0.33%	28

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MYCIO Wealth Partners's IWB Position: Q2 2026 in Review

MYCIO Wealth Partners increased its iShares Russell 1000 ETF (IWB) stake by 0.12% in Q2 2026, buying an estimated $1.19K and bringing the position to 2,582 shares worth $1.06M. The position accounts for 0.2% of the portfolio, ranked #27.

MYCIO Wealth Partners first reported a position in IWB in Q2 2013 and has held it in 53 quarters since. The position peaked at $35.9M in Q4 2019. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

MYCIO Wealth Partners held 2,582 shares of iShares Russell 1000 ETF worth $1.06M as of Q2 2026.
MYCIO Wealth Partners bought 3 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.19K.
iShares Russell 1000 ETF made up 0.2% of MYCIO Wealth Partners's portfolio in Q2 2026, its #27 holding.
MYCIO Wealth Partners first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 53 quarters since.
MYCIO Wealth Partners's iShares Russell 1000 ETF position peaked at $35.9M in Q4 2019.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on MYCIO Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.