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
2023 Q1	–	Sell	-308	Closed	-$64.8K	–	376
2022 Q4	$64.8K	Hold	308	–	–	0.06%	140
2022 Q3	$60K	Hold	308	–	–	0.05%	143
2022 Q2	$63K	Buy	+308	New	+$69.6K	0.05%	146
2022 Q1	–	Sell	-445	Closed	-$117K	–	390
2021 Q4	$117K	Buy	+445	New	+$115K	0.1%	127

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paladin Advisory Group's IWB Position: Q2 2026 in Review

Paladin Advisory Group held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 308 shares worth $126K. The position accounts for 0.08% of the portfolio, ranked #106.

Paladin Advisory Group first reported a position in IWB in Q1 2022 and has held it in 15 quarters since. 1,551 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Paladin Advisory Group held 308 shares of iShares Russell 1000 ETF worth $126K as of Q2 2026.
Paladin Advisory Group left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.08% of Paladin Advisory Group's portfolio in Q2 2026, its #106 holding.
Paladin Advisory Group first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 15 quarters since.
1,551 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.