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Notis-McConarty Edward’s iShares Russell 1000 ETF IWB Stock Holding History

Notis-McConarty Edward’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 		$649K Sell
1,585
-15
-0.9% -$5.95K 0.28% 48
2026
Q1 		$570K Hold
1,600
– – 0.28% 51
2025
Q4 		$598K Sell
1,600
-50
-3% -$18.5K 0.28% 50
2025
Q3 		$603K Sell
1,650
-200
-11% -$70.4K 0.28% 53
2025
Q2 		$628K Sell
1,850
-250
-12% -$78.5K 0.31% 53
2025
Q1 		$644K Sell
2,100
-150
-7% -$48.5K 0.33% 48
2024
Q4 		$725K Sell
2,250
-120
-5% -$38.9K 0.35% 51
2024
Q3 		$745K Sell
2,370
-80
-3% -$24.2K 0.34% 51
2024
Q2 		$729K Sell
2,450
-200
-8% -$57.4K 0.29% 59
2024
Q1 		$763K Sell
2,650
-50
-2% -$13.7K 0.3% 58
2023
Q4 		$708K Sell
2,700
-1,100
-29% -$269K 0.28% 59
2023
Q3 		$893K Sell
3,800
-750
-16% -$184K 0.36% 57
2023
Q2 		$1.11M Sell
4,550
-50
-1% -$11.5K 0.42% 55
2023
Q1 		$1.04M Sell
4,600
-395
-8% -$86.9K 0.41% 58
2022
Q4 		$1.05M Hold
4,995
– – 0.44% 54
2022
Q3 		$986K Sell
4,995
-686
-12% -$150K 0.44% 57
2022
Q2 		$1.18M Hold
5,681
– – 0.49% 55
2022
Q1 		$1.42M Buy
5,681
+995
+21% +$246K 0.51% 54
2021
Q4 		$1.24M Hold
4,686
– – 0.41% 60
2021
Q3 		$1.13M Sell
4,686
-350
-7% -$87K 0.42% 60
2021
Q2 		$1.22M Buy
+5,036
New +$1.19M 0.45% 60

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

Notis-McConarty Edward's IWB Position: Q2 2026 in Review

Notis-McConarty Edward reduced its iShares Russell 1000 ETF (IWB) stake by 0.94% in Q2 2026, selling an estimated $5.95K and leaving 1,585 shares worth $649K. The position accounts for 0.28% of the portfolio, ranked #48.

Notis-McConarty Edward first reported a position in IWB in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.42M in Q1 2022. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Notis-McConarty Edward held 1,585 shares of iShares Russell 1000 ETF worth $649K as of Q2 2026.
  • Notis-McConarty Edward sold 15 iShares Russell 1000 ETF shares in Q2 2026, an estimated $5.95K.
  • iShares Russell 1000 ETF made up 0.28% of Notis-McConarty Edward's portfolio in Q2 2026, its #48 holding.
  • Notis-McConarty Edward first reported a position in iShares Russell 1000 ETF in Q2 2021 and has held it in 21 quarters since.
  • Notis-McConarty Edward's iShares Russell 1000 ETF position peaked at $1.42M in Q1 2022.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Notis-McConarty Edward's 13F filing for Q2 2026, filed 11 Aug 2026.