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Paladin Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Paladin Partners’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
Q3 		$22.9M Buy
55,022
+2,687
+5% +$1.12M 14.09% 1
2026
Q2 		$21.4M Sell
52,335
-490
-0.9% -$194K 14.17% 1
2026
Q1 		$18.8M Buy
52,825
+4,600
+10% +$1.71M 13.58% 1
2025
Q4 		$18M Buy
+48,225
New +$17.9M 13.42% 1

Other funds holding IWB

CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Paladin Partners's IWB Position: Q3 2026 in Review

Paladin Partners increased its iShares Russell 1000 ETF (IWB) stake by 5.1% in Q3 2026, buying an estimated $1.12M and bringing the position to 55,022 shares worth $22.9M. The position accounts for 14.09% of the portfolio, ranked #1.

Paladin Partners first reported a position in IWB in Q4 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Paladin Partners held 55,022 shares of iShares Russell 1000 ETF worth $22.9M as of Q3 2026.
  • Paladin Partners bought 2,687 iShares Russell 1000 ETF shares in Q3 2026, an estimated $1.12M.
  • iShares Russell 1000 ETF made up 14.09% of Paladin Partners's portfolio in Q3 2026, its #1 holding.
  • Paladin Partners first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.