William Mack & Associates’s iShares Russell 1000 ETF IWB Stock Holding History

William Mack & Associates’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 Q3	$68.2K	Buy	+164	New	+$68.2K	0.02%	208

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

William Mack & Associates's IWB Position: Q3 2026 in Review

William Mack & Associates opened a new position in iShares Russell 1000 ETF (IWB) in Q3 2026: 164 shares worth $68.2K. The stake represents 0.02% of the portfolio and ranks #208 among its holdings.

1,388 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

William Mack & Associates held 164 shares of iShares Russell 1000 ETF worth $68.2K as of Q3 2026.
iShares Russell 1000 ETF was a new William Mack & Associates position in Q3 2026.
iShares Russell 1000 ETF made up 0.02% of William Mack & Associates's portfolio in Q3 2026, its #208 holding.
1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.