Paladin Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History

Paladin Advisory Group’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	$110K	Hold	308	–	–	0.08%	117
2025 Q4	$115K	Hold	308	–	–	0.08%	116
2025 Q3	$113K	Hold	308	–	–	0.09%	107
2025 Q2	$105K	Hold	308	–	–	0.08%	111
2025 Q1	$94.5K	Hold	308	–	–	0.08%	112
2024 Q4	$99.2K	Hold	308	–	–	0.08%	117
2024 Q3	$96.8K	Hold	308	–	–	0.07%	115
2024 Q2	$91.8K	Hold	308	–	–	0.07%	117
2024 Q1	$88.5K	Hold	308	–	–	0.07%	117
2023 Q4	$80.8K	Hold	308	–	–	0.07%	121
2023 Q3	$72.4K	Hold	308	–	–	0.06%	130
2023 Q2	$75.1K	Hold	308	–	–	0.06%	135
2023 Q1	$69.4K	Buy	+308	New	+$67.8K	0.06%	139
2022 Q2	–	Sell	-445	Closed	-$101K	–	391
2022 Q1	$111K	Buy	+445	New	+$110K	0.09%	125

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

Paladin Advisory Group's IWB Position: Q1 2026 in Review

Paladin Advisory Group held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 308 shares worth $110K. The position accounts for 0.08% of the portfolio, ranked #117.

Paladin Advisory Group first reported a position in IWB in Q1 2022 and has held it in 14 quarters since. The position peaked at $115K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Paladin Advisory Group held 308 shares of iShares Russell 1000 ETF worth $110K as of Q1 2026.
Paladin Advisory Group left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.08% of Paladin Advisory Group's portfolio in Q1 2026, its #117 holding.
Paladin Advisory Group first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's iShares Russell 1000 ETF position peaked at $115K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.