Parkwoods Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Parkwoods Wealth 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	$366K	Buy	895 +1	+0.1%	+$396	0.06%	119
2026 Q1	$319K	Buy	894 +1	+0.1%	+$373	0.08%	80
2025 Q4	$333K	Buy	893 +2	+0.2%	+$741	0.1%	76
2025 Q3	$326K	Sell	891 -101	-10%	-$35.6K	0.11%	66
2025 Q2	$337K	Buy	+992	New	+$311K	0.19%	47

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parkwoods Wealth Partners's IWB Position: Q2 2026 in Review

Parkwoods Wealth Partners increased its iShares Russell 1000 ETF (IWB) stake by 0.11% in Q2 2026, buying an estimated $396 and bringing the position to 895 shares worth $366K. The position accounts for 0.06% of the portfolio, ranked #119.

Parkwoods Wealth Partners first reported a position in IWB in Q2 2025 and has held it in 5 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Parkwoods Wealth Partners held 895 shares of iShares Russell 1000 ETF worth $366K as of Q2 2026.
Parkwoods Wealth Partners bought 1 iShares Russell 1000 ETF share in Q2 2026, an estimated $396.
iShares Russell 1000 ETF made up 0.06% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #119 holding.
Parkwoods Wealth Partners first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 5 quarters since.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.