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Patten Group’s iShares Russell 1000 ETF IWB Stock Holding History

Patten 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 		$955K Sell
2,679
-276
-9% -$103K 0.17% 145
2025
Q4 		$1.1M Sell
2,955
-149
-5% -$55.2K 0.2% 133
2025
Q3 		$1.13M Sell
3,104
-66
-2% -$23.2K 0.22% 123
2025
Q2 		$1.08M Sell
3,170
-93
-3% -$29.2K 0.23% 123
2025
Q1 		$1M Sell
3,263
-1,635
-33% -$529K 0.23% 123
2024
Q4 		$1.58M Buy
4,898
+17
+0.3% +$5.51K 0.35% 87
2024
Q3 		$1.53M Buy
4,881
+19
+0.4% +$5.75K 0.34% 85
2024
Q2 		$1.45M Buy
4,862
+144
+3% +$41.3K 0.34% 84
2024
Q1 		$1.36M Buy
4,718
+87
+2% +$23.8K 0.33% 92
2023
Q4 		$1.21M Sell
4,631
-79
-2% -$19.3K 0.33% 93
2023
Q3 		$1.11M Buy
4,710
+270
+6% +$66.1K 0.33% 92
2023
Q2 		$1.08M Sell
4,440
-284
-6% -$65.4K 0.16% 98
2023
Q1 		$1.06M Hold
4,724
– – 0.32% 90
2022
Q4 		$994K Sell
4,724
-471
-9% -$99.7K 0.31% 97
2022
Q3 		$1.04M Sell
5,195
-30
-0.6% -$6.58K 0.36% 87
2022
Q2 		$1.12M Buy
5,225
+30
+0.6% +$6.78K 0.36% 82
2022
Q1 		$1.3M Buy
5,195
+12
+0.2% +$2.96K 0.36% 78
2021
Q4 		$1.37M Buy
5,183
+42
+0.8% +$10.8K 0.36% 85
2021
Q3 		$1.24M Sell
5,141
-40
-0.8% -$9.94K 0.37% 84
2021
Q2 		$1.25M Buy
5,181
+107
+2% +$25.2K 0.37% 83
2021
Q1 		$1.14M Buy
5,074
+70
+1% +$15.3K 0.36% 81
2020
Q4 		$1.06M Buy
5,004
+59
+1% +$11.8K 0.29% 84
2020
Q3 		$925K Buy
4,945
+47
+1% +$8.68K 0.36% 77
2020
Q2 		$841K Sell
4,898
-45
-0.9% -$7.28K 0.36% 80
2020
Q1 		$700K Sell
4,943
-1,508
-23% -$255K 0.36% 80
2019
Q4 		$1.15M Buy
6,451
+250
+4% +$42.7K 0.43% 73
2019
Q3 		$1.02M Buy
6,201
+320
+5% +$52.5K 0.41% 79
2019
Q2 		$957K Buy
5,881
+1,344
+30% +$215K 0.39% 78
2019
Q1 		$714K Buy
4,537
+725
+19% +$110K 0.31% 96
2018
Q4 		$529K Buy
3,812
+2,257
+145% +$338K 0.25% 102
2018
Q3 		$251K Buy
1,555
+694
+81% +$110K 0.1% 178
2018
Q2 		$131K Buy
861
+445
+107% +$67K 0.05% 220
2018
Q1 		$61K Hold
416
– – 0.03% 301
2017
Q4 		$62K Buy
416
+308
+285% +$44.6K 0.02% 320
2017
Q3 		$15K Sell
108
-95
-47% -$13K 0.01% 445
2017
Q2 		$28K Buy
203
+153
+306% +$20.4K 0.01% 396
2017
Q1 		$7K Hold
50
– – ﹤0.01% 501
2016
Q4 		$6K Hold
50
– – ﹤0.01% 508
2016
Q3 		$5.95K Hold
50
– – ﹤0.01% 519
2016
Q2 		$5.84K Hold
50
– – ﹤0.01% 509
2016
Q1 		$5.7K Buy
+50
New +$5.4K ﹤0.01% 526

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

Patten Group's IWB Position: Q1 2026 in Review

Patten Group reduced its iShares Russell 1000 ETF (IWB) stake by 9.3% in Q1 2026, selling an estimated $103K and leaving 2,679 shares worth $955K. The position accounts for 0.17% of the portfolio, ranked #145.

Patten Group first reported a position in IWB in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.58M in Q4 2024. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Patten Group held 2,679 shares of iShares Russell 1000 ETF worth $955K as of Q1 2026.
  • Patten Group sold 276 iShares Russell 1000 ETF shares in Q1 2026, an estimated $103K.
  • iShares Russell 1000 ETF made up 0.17% of Patten Group's portfolio in Q1 2026, its #145 holding.
  • Patten Group first reported a position in iShares Russell 1000 ETF in Q1 2016 and has held it in 41 quarters since.
  • Patten Group's iShares Russell 1000 ETF position peaked at $1.58M in Q4 2024.
  • 1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.