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
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

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Paragon Financial Partners's IWB Position: Q1 2026 in Review

Paragon Financial Partners increased its iShares Russell 1000 ETF (IWB) stake by 0.55% in Q1 2026, buying an estimated $3.73K and bringing the position to 1,841 shares worth $700K. The position accounts for 0.4% of the portfolio, ranked #39.

Paragon Financial Partners first reported a position in IWB in Q4 2021 and has held it in 18 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Paragon Financial Partners held 1,841 shares of iShares Russell 1000 ETF worth $700K as of Q1 2026.
  • Paragon Financial Partners bought 10 iShares Russell 1000 ETF shares in Q1 2026, an estimated $3.73K.
  • iShares Russell 1000 ETF made up 0.4% of Paragon Financial Partners's portfolio in Q1 2026, its #39 holding.
  • Paragon Financial Partners first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Paragon Financial Partners's 13F filing for Q1 2026, filed 17 Apr 2026.