PFP
IWB icon

Paragon Financial Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Paragon Financial 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
Q2 		$750K Sell
1,836
-5
-0.3% -$1.98K 0.4% 41
2026
Q1 		$700K Buy
1,841
+10
+0.5% +$3.73K 0.4% 39
2025
Q4 		$684K Buy
1,831
+4
+0.2% +$1.48K 0.42% 38
2025
Q3 		$668K Buy
1,827
+3
+0.2% +$1.06K 0.42% 36
2025
Q2 		$619K Buy
1,824
+3
+0.2% +$942 0.42% 35
2025
Q1 		$558K Buy
1,821
+4
+0.2% +$1.29K 0.44% 35
2024
Q4 		$585K Sell
1,817
-95
-5% -$30.8K 0.44% 33
2024
Q3 		$601K Buy
1,912
+4
+0.2% +$1.21K 0.44% 41
2024
Q2 		$568K Buy
1,908
+3
+0.2% +$861 0.44% 40
2024
Q1 		$549K Buy
1,905
+3
+0.2% +$822 0.45% 41
2023
Q4 		$499K Buy
1,902
+10
+0.5% +$2.45K 0.48% 35
2023
Q3 		$444K Hold
1,892
– – 0.46% 39
2023
Q2 		$461K Buy
1,892
+3
+0.2% +$691 0.44% 42
2023
Q1 		$425K Buy
1,889
+4
+0.2% +$880 0.45% 44
2022
Q4 		$397K Sell
1,885
-9
-0.5% -$1.91K 0.44% 45
2022
Q3 		$374K Hold
1,894
– – 0.42% 44
2022
Q2 		$394K Buy
1,894
+4
+0.2% +$904 0.4% 49
2022
Q1 		$473K Sell
1,890
-391
-17% -$96.5K 0.41% 47
2021
Q4 		$603K Buy
+2,281
New +$587K 0.5% 40

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paragon Financial Partners's IWB Position: Q2 2026 in Review

Paragon Financial Partners reduced its iShares Russell 1000 ETF (IWB) stake by 0.27% in Q2 2026, selling an estimated $1.98K and leaving 1,836 shares worth $750K. The position accounts for 0.4% of the portfolio, ranked #41.

Paragon Financial Partners first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. 1,552 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Paragon Financial Partners held 1,836 shares of iShares Russell 1000 ETF worth $750K as of Q2 2026.
  • Paragon Financial Partners sold 5 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.98K.
  • iShares Russell 1000 ETF made up 0.4% of Paragon Financial Partners's portfolio in Q2 2026, its #41 holding.
  • Paragon Financial Partners first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,552 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Paragon Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.