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Patriot Financial Group Insurance Agency’s iShares Russell 1000 ETF IWB Stock Holding History

Patriot Financial Group Insurance Agency’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 		$637K Sell
1,555
-1,659
-52% -$657K 0.07% 277
2026
Q1 		$1.15M Buy
3,214
+1,562
+95% +$582K 0.06% 285
2025
Q4 		$617K Sell
1,652
-226
-12% -$83.7K 0.07% 266
2025
Q3 		$686K Buy
1,878
+29
+2% +$10.2K 0.09% 244
2025
Q2 		$628K Buy
1,849
+174
+10% +$54.6K 0.07% 276
2025
Q1 		$514K Buy
1,675
+594
+55% +$192K 0.07% 287
2024
Q4 		$348K Buy
+1,081
New +$350K 0.05% 342
2022
Q3 		– Sell
-80
Closed -$17K – 1172
2022
Q2 		$17K Buy
80
+44
+122% +$9.94K ﹤0.01% 1065
2022
Q1 		$9K Hold
36
– – ﹤0.01% 1399
2021
Q4 		$10K Hold
36
– – ﹤0.01% 1488
2021
Q3 		$9K Hold
36
– – ﹤0.01% 1515
2021
Q2 		$9K Sell
36
-111
-76% -$26.2K ﹤0.01% 1476
2021
Q1 		$33K Buy
+147
New +$32.2K 0.01% 914
2019
Q3 		– Sell
-29
Closed -$5K – 1386
2019
Q2 		$5K Buy
+29
New +$4.64K ﹤0.01% 946
2018
Q4 		– Sell
-29
Closed -$5K – 1052
2018
Q3 		$5K Sell
29
-7
-19% -$1.11K ﹤0.01% 742
2018
Q2 		$5K Sell
36
-703
-95% -$106K 0.01% 474
2018
Q1 		$106K Buy
739
+76
+11% +$11.5K 0.08% 203
2017
Q4 		$102K Sell
663
-638
-49% -$92.4K 0.08% 209
2017
Q3 		$184K Buy
1,301
+272
+26% +$37.3K 0.16% 112
2017
Q2 		$139K Buy
1,029
+489
+91% +$65.3K 0.14% 128
2017
Q1 		$71K Sell
540
-95
-15% -$12.3K 0.07% 181
2016
Q4 		$80K Buy
+635
New +$77.2K 0.11% 162

Other funds holding IWB

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 29.2% 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
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IWB Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares Russell 1000 ETF (IWB) stake by 52% in Q2 2026, selling an estimated $657K and leaving 1,555 shares worth $637K. The position accounts for 0.07% of the portfolio, ranked #277.

Patriot Financial Group Insurance Agency first reported a position in IWB in Q4 2016 and has held it in 22 quarters since. The position peaked at $1.15M in Q1 2026. 1,050 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 1,555 shares of iShares Russell 1000 ETF worth $637K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 1,659 iShares Russell 1000 ETF shares in Q2 2026, an estimated $657K.
  • iShares Russell 1000 ETF made up 0.07% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #277 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Russell 1000 ETF in Q4 2016 and has held it in 22 quarters since.
  • Patriot Financial Group Insurance Agency's iShares Russell 1000 ETF position peaked at $1.15M in Q1 2026.
  • 1,050 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.