PACK Private Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

PACK Private Wealth’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	$632K	Hold	1,772	–	–	0.29%	23
2025 Q4	$662K	Hold	1,772	–	–	0.3%	24
2025 Q3	$648K	Hold	1,772	–	–	0.31%	24
2025 Q2	$602K	Hold	1,772	–	–	0.32%	19
2025 Q1	$544K	Hold	1,772	–	–	0.32%	20
2024 Q4	$571K	Hold	1,772	–	–	0.34%	21
2024 Q3	$557K	Hold	1,772	–	–	0.32%	19
2024 Q2	$527K	Hold	1,772	–	–	0.33%	21
2024 Q1	$510K	Hold	1,772	–	–	0.32%	19
2023 Q4	$465K	Hold	1,772	–	–	0.31%	21
2023 Q3	$416K	Hold	1,772	–	–	0.31%	21
2023 Q2	$432K	Hold	1,772	–	–	0.32%	21
2023 Q1	$399K	Hold	1,772	–	–	0.32%	20
2022 Q4	$373K	Hold	1,772	–	–	0.32%	21
2022 Q3	$350K	Hold	1,772	–	–	0.33%	23
2022 Q2	$368K	Hold	1,772	–	–	0.34%	23
2022 Q1	$443K	Hold	1,772	–	–	0.37%	22
2021 Q4	$469K	Buy	+1,772	New	+$456K	0.37%	22

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

PACK Private Wealth's IWB Position: Q1 2026 in Review

PACK Private Wealth held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,772 shares worth $632K. The position accounts for 0.29% of the portfolio, ranked #23.

PACK Private Wealth first reported a position in IWB in Q4 2021 and has held it in 18 quarters since. The position peaked at $662K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

PACK Private Wealth held 1,772 shares of iShares Russell 1000 ETF worth $632K as of Q1 2026.
PACK Private Wealth left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.29% of PACK Private Wealth's portfolio in Q1 2026, its #23 holding.
PACK Private Wealth first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 18 quarters since.
PACK Private Wealth's iShares Russell 1000 ETF position peaked at $662K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on PACK Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.