Parr McKnight Wealth Management Group’s iShares Russell 1000 ETF IWB Stock Holding History

Parr McKnight Wealth Management Group’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	$357K	Hold	1,000	–	–	0.05%	184
2025 Q4	$373K	Hold	1,000	–	–	0.05%	197
2025 Q3	$365K	Hold	1,000	–	–	0.05%	193
2025 Q2	$340K	Hold	1,000	–	–	0.05%	194
2025 Q1	$307K	Sell	1,000 -396	-28%	-$128K	0.04%	199
2024 Q4	$450K	Buy	+1,396	New	+$452K	0.06%	183

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Parr McKnight Wealth Management Group's IWB Position: Q1 2026 in Review

Parr McKnight Wealth Management Group held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,000 shares worth $357K. The position accounts for 0.05% of the portfolio, ranked #184.

Parr McKnight Wealth Management Group first reported a position in IWB in Q4 2024 and has held it in 6 quarters since. The position peaked at $450K in Q4 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Parr McKnight Wealth Management Group held 1,000 shares of iShares Russell 1000 ETF worth $357K as of Q1 2026.
Parr McKnight Wealth Management Group left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.05% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #184 holding.
Parr McKnight Wealth Management Group first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 6 quarters since.
Parr McKnight Wealth Management Group's iShares Russell 1000 ETF position peaked at $450K in Q4 2024.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.