Pallas Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Pallas Capital Advisors’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 Q2	$1.15M	Buy	+2,805	New	+$1.11M	0.04%	321
2025 Q4	–	Sell	-637	Closed	-$233K	–	911
2025 Q3	$233K	Sell	637 -87	-12%	-$30.6K	0.01%	740
2025 Q2	$246K	Sell	724 -43	-6%	-$13.5K	0.01%	709
2025 Q1	$235K	Buy	767 +32	+4%	+$10.3K	0.01%	646
2024 Q4	$237K	Sell	735 -12	-2%	-$3.89K	0.01%	523
2024 Q3	$237K	Hold	747	–	–	0.01%	530
2024 Q2	$226K	Sell	747 -8	-1%	-$2.3K	0.01%	469
2024 Q1	$217K	Sell	755 -106	-12%	-$29.1K	0.01%	405
2023 Q4	$226K	Sell	861 -141	-14%	-$34.5K	0.01%	342
2023 Q3	$228K	Buy	+1,002	New	+$245K	0.01%	319

Other funds holding IWB

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Pallas Capital Advisors's IWB Position: Q2 2026 in Review

Pallas Capital Advisors opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 2,805 shares worth $1.15M. The stake represents 0.04% of the portfolio and ranks #321 among its holdings. This is a return to the name: Pallas Capital Advisors previously reported a position in IWB as recently as Q3 2025.

Pallas Capital Advisors first reported a position in IWB in Q3 2023 and has held it in 10 quarters since. 1,050 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Pallas Capital Advisors held 2,805 shares of iShares Russell 1000 ETF worth $1.15M as of Q2 2026.
iShares Russell 1000 ETF was a new Pallas Capital Advisors position in Q2 2026.
iShares Russell 1000 ETF made up 0.04% of Pallas Capital Advisors's portfolio in Q2 2026, its #321 holding.
Pallas Capital Advisors first reported a position in iShares Russell 1000 ETF in Q3 2023 and has held it in 10 quarters since.
1,050 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.