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Paces Ferry Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Paces Ferry Wealth 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
Q1 		$796K Buy
2,234
+3
+0.1% +$1.12K 0.33% 46
2025
Q4 		$833K Sell
2,231
-90
-4% -$33.3K 0.34% 48
2025
Q3 		$848K Buy
2,321
+5
+0.2% +$1.76K 0.35% 46
2025
Q2 		$787K Buy
2,316
+1
+0% +$314 0.36% 49
2025
Q1 		$710K Sell
2,315
-58
-2% -$18.8K 0.35% 49
2024
Q4 		$765K Sell
2,373
-682
-22% -$221K 0.37% 48
2024
Q3 		$960K Sell
3,055
-45
-1% -$13.6K 0.55% 36
2024
Q2 		$922K Sell
3,100
-8
-0.3% -$2.3K 0.56% 36
2024
Q1 		$895K Sell
3,108
-1,071
-26% -$294K 0.57% 38
2023
Q4 		$1.1M Sell
4,179
-45
-1% -$11K 0.76% 36
2023
Q3 		$992K Sell
4,224
-127
-3% -$31.1K 0.79% 33
2023
Q2 		$1.06M Buy
4,351
+8
+0.2% +$1.84K 0.8% 34
2023
Q1 		$978K Sell
4,343
-2,922
-40% -$643K 0.79% 34
2022
Q4 		$1.53M Buy
7,265
+60
+0.8% +$12.7K 1.49% 21
2022
Q3 		$1.42M Sell
7,205
-53
-0.7% -$11.6K 1.55% 18
2022
Q2 		$1.51M Sell
7,258
-18
-0.2% -$4.07K 1.48% 21
2022
Q1 		$1.82M Sell
7,276
-124
-2% -$30.6K 1.45% 22
2021
Q4 		$1.96M Sell
7,400
-29
-0.4% -$7.46K 1.4% 21
2021
Q3 		$1.8M Sell
7,429
-201
-3% -$50K 1.43% 22
2021
Q2 		$1.85M Sell
7,630
-155
-2% -$36.5K 1.41% 20
2021
Q1 		$1.74M Hold
7,785
– – 1.52% 20
2020
Q4 		$1.65M Sell
7,785
-95
-1% -$19K 1.51% 19
2020
Q3 		$1.48M Buy
+7,880
New +$1.46M 1.28% 19

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Paces Ferry Wealth Advisors's IWB Position: Q1 2026 in Review

Paces Ferry Wealth Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.13% in Q1 2026, buying an estimated $1.12K and bringing the position to 2,234 shares worth $796K. The position accounts for 0.33% of the portfolio, ranked #46.

Paces Ferry Wealth Advisors first reported a position in IWB in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.96M in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Paces Ferry Wealth Advisors held 2,234 shares of iShares Russell 1000 ETF worth $796K as of Q1 2026.
  • Paces Ferry Wealth Advisors bought 3 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.12K.
  • iShares Russell 1000 ETF made up 0.33% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #46 holding.
  • Paces Ferry Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q3 2020 and has held it in 23 quarters since.
  • Paces Ferry Wealth Advisors's iShares Russell 1000 ETF position peaked at $1.96M in Q4 2021.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.