PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares Russell 1000 ETF IWB Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$40.5K	Buy	99 +1	+1%	+$396	0.01%	346
2026 Q1	$35.2K	Hold	98	–	–	0.01%	329
2025 Q4	$36.8K	Hold	98	–	–	0.01%	339
2025 Q3	$35.9K	Buy	+98	New	+$34.5K	0.01%	316
2024 Q3	–	Sell	-33	Closed	-$9.82K	–	398
2024 Q2	$9.82K	Hold	33	–	–	0.01%	283
2024 Q1	$9.51K	Hold	33	–	–	0.01%	280
2023 Q4	$8.65K	Hold	33	–	–	0.01%	257
2023 Q3	$7.75K	Hold	33	–	–	0.01%	211
2023 Q2	$8.04K	Hold	33	–	–	0.01%	210
2023 Q1	$7.43K	Buy	+33	New	+$7.26K	0.01%	225

Other funds holding IWB

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

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IWB Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its iShares Russell 1000 ETF (IWB) stake by 1% in Q2 2026, buying an estimated $396 and bringing the position to 99 shares worth $40.5K. The position accounts for 0.01% of the portfolio, ranked #346.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IWB in Q1 2023 and has held it in 10 quarters since. 1,050 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 99 shares of iShares Russell 1000 ETF worth $40.5K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 1 iShares Russell 1000 ETF share in Q2 2026, an estimated $396.
iShares Russell 1000 ETF made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #346 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 10 quarters since.
1,050 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.