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Pandora Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Pandora 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
2025
Q4 		$139K Hold
371
– – 0.08% 97
2025
Q3 		$136K Hold
371
– – 0.08% 95
2025
Q2 		$126K Hold
371
– – 0.08% 100
2025
Q1 		$114K Buy
+371
New +$120K 0.07% 100

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pandora Wealth's IWB Position: Q4 2025 in Review

Pandora Wealth held its iShares Russell 1000 ETF (IWB) position steady in Q4 2025 at 371 shares worth $139K. The position accounts for 0.08% of the portfolio, ranked #97.

Pandora Wealth first reported a position in IWB in Q1 2025 and has held it in 4 quarters since. 1,494 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

  • Pandora Wealth held 371 shares of iShares Russell 1000 ETF worth $139K as of Q4 2025.
  • Pandora Wealth left its iShares Russell 1000 ETF share count unchanged in Q4 2025.
  • iShares Russell 1000 ETF made up 0.08% of Pandora Wealth's portfolio in Q4 2025, its #97 holding.
  • Pandora Wealth first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 4 quarters since.
  • 1,494 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Pandora Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.