Pacific Center for Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History

Pacific Center for Financial Services’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	$102K	Hold	286	–	–	0.03%	138
2025 Q4	$105K	Hold	286	–	–	0.03%	139
2025 Q3	$105K	Hold	286	–	–	0.03%	139
2025 Q2	$97.1K	Hold	286	–	–	0.03%	140
2025 Q1	$87.7K	Hold	286	–	–	0.02%	142
2024 Q4	$92.1K	Hold	286	–	–	0.02%	140
2024 Q3	$89.9K	Hold	286	–	–	0.02%	141
2024 Q2	$85.1K	Hold	286	–	–	0.02%	143
2024 Q1	$82.4K	Hold	286	–	–	0.02%	149
2023 Q4	$75K	Hold	286	–	–	0.02%	145
2023 Q3	$67.2K	Hold	286	–	–	0.02%	150
2023 Q2	$69.7K	Hold	286	–	–	0.02%	143
2023 Q1	$64.4K	Buy	+286	New	+$62.9K	0.02%	149
2022 Q3	$56K	Hold	286	–	–	0.02%	156
2022 Q2	$59K	Hold	286	–	–	0.02%	149
2022 Q1	$72K	Hold	286	–	–	0.03%	138
2021 Q4	$76K	Hold	286	–	–	0.03%	137
2021 Q3	$69K	Hold	286	–	–	0.03%	135
2021 Q2	$69K	Hold	286	–	–	0.03%	134
2021 Q1	$64K	Hold	286	–	–	0.03%	132
2020 Q4	$61K	Hold	286	–	–	0.02%	135
2020 Q3	$54K	Hold	286	–	–	0.02%	113
2020 Q2	$49K	Hold	286	–	–	0.02%	109
2020 Q1	$40K	Hold	286	–	–	0.03%	115
2019 Q4	$51K	Hold	286	–	–	0.02%	121
2019 Q3	$47K	Hold	286	–	–	0.02%	122
2019 Q2	$47K	Hold	286	–	–	0.02%	121
2019 Q1	$45K	Hold	286	–	–	0.02%	118
2018 Q4	$40K	Hold	286	–	–	0.02%	119
2018 Q3	$46K	Hold	286	–	–	0.02%	117
2018 Q2	$43K	Hold	286	–	–	0.03%	111
2018 Q1	$42K	Hold	286	–	–	0.03%	110
2017 Q4	$43K	Hold	286	–	–	0.03%	111
2017 Q3	$40K	Hold	286	–	–	0.03%	107
2017 Q2	$39K	Buy	+286	New	+$38.2K	0.03%	104

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Pacific Center for Financial Services's IWB Position: Q1 2026 in Review

Pacific Center for Financial Services held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 286 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #138.

Pacific Center for Financial Services first reported a position in IWB in Q2 2017 and has held it in 35 quarters since. The position peaked at $105K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Pacific Center for Financial Services held 286 shares of iShares Russell 1000 ETF worth $102K as of Q1 2026.
Pacific Center for Financial Services left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.03% of Pacific Center for Financial Services's portfolio in Q1 2026, its #138 holding.
Pacific Center for Financial Services first reported a position in iShares Russell 1000 ETF in Q2 2017 and has held it in 35 quarters since.
Pacific Center for Financial Services's iShares Russell 1000 ETF position peaked at $105K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Pacific Center for Financial Services's 13F filing for Q1 2026, filed 12 May 2026.