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

Patten & Patten’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	$1.36M	Hold	3,329	–	–	0.07%	158
2026 Q1	$1.19M	Buy	3,329 +1	+0%	+$373	0.07%	165
2025 Q4	$1.24M	Hold	3,328	–	–	0.07%	170
2025 Q3	$1.22M	Buy	+3,328	New	+$1.17M	0.07%	170
2018 Q4	–	Sell	-1,279	Closed	-$207K	–	230
2018 Q3	$207K	Buy	+1,279	New	+$203K	0.02%	231
2018 Q1	–	Sell	-1,379	Closed	-$205K	–	238
2017 Q4	$205K	Buy	+1,379	New	+$200K	0.02%	233
2017 Q3	–	Sell	-1,479	Closed	-$200K	–	257
2017 Q2	$200K	Sell	1,479 -374	-20%	-$49.9K	0.02%	243
2017 Q1	$243K	Buy	+1,853	New	+$240K	0.03%	220

Other funds holding IWB

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

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

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Patten & Patten's IWB Position: Q2 2026 in Review

Patten & Patten held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 3,329 shares worth $1.36M. The position accounts for 0.07% of the portfolio, ranked #158.

Patten & Patten first reported a position in IWB in Q1 2017 and has held it in 8 quarters since. 1,126 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Patten & Patten held 3,329 shares of iShares Russell 1000 ETF worth $1.36M as of Q2 2026.
Patten & Patten left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.07% of Patten & Patten's portfolio in Q2 2026, its #158 holding.
Patten & Patten first reported a position in iShares Russell 1000 ETF in Q1 2017 and has held it in 8 quarters since.
1,126 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.