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Patton Albertson Miller Group’s iShares Russell 1000 ETF IWB Stock Holding History

Patton Albertson Miller 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
Q2 		$494K Hold
1,207
– – 0.05% 157
2026
Q1 		$430K Hold
1,207
– – 0.05% 164
2025
Q4 		$451K Sell
1,207
-100
-8% -$37K 0.05% 165
2025
Q3 		$478K Hold
1,307
– – 0.06% 156
2025
Q2 		$444K Hold
1,307
– – 0.06% 159
2025
Q1 		$401K Hold
1,307
– – 0.06% 158
2024
Q4 		$421K Hold
1,307
– – 0.06% 157
2024
Q3 		$411K Hold
1,307
– – 0.06% 158
2024
Q2 		$389K Sell
1,307
-10
-0.8% -$2.87K 0.06% 153
2024
Q1 		$379K Sell
1,317
-15
-1% -$4.11K 0.06% 155
2023
Q4 		$349K Hold
1,332
– – 0.06% 162
2023
Q3 		$313K Hold
1,332
– – 0.06% 168
2023
Q2 		$325K Hold
1,332
– – 0.06% 162
2023
Q1 		$300K Sell
1,332
-75
-5% -$16.5K 0.06% 178
2022
Q4 		$296K Hold
1,407
– – 0.05% 175
2022
Q3 		$278K Sell
1,407
-200
-12% -$43.9K 0.06% 178
2022
Q2 		$334K Hold
1,607
– – 0.07% 177
2022
Q1 		$402K Sell
1,607
-50
-3% -$12.3K 0.07% 176
2021
Q4 		$438K Hold
1,657
– – 0.07% 185
2021
Q3 		$401K Sell
1,657
-50
-3% -$12.4K 0.08% 187
2021
Q2 		$413K Sell
1,707
-90
-5% -$21.2K 0.09% 152
2021
Q1 		$402K Sell
1,797
-222
-11% -$48.6K 0.1% 155
2020
Q4 		$452K Hold
2,019
– – 0.11% 155
2020
Q3 		$378K Buy
2,019
+222
+12% +$41K 0.11% 158
2020
Q2 		$309K Hold
1,797
– – 0.09% 175
2020
Q1 		$254K Hold
1,797
– – 0.09% 190
2019
Q4 		$321K Hold
1,797
– – 0.08% 197
2019
Q3 		$296K Hold
1,797
– – 0.08% 200
2019
Q2 		$291K Buy
+1,797
New +$288K 0.08% 202
2018
Q4 		– Sell
-600
Closed -$88K – 192
2018
Q3 		$88K Buy
+600
New +$95.2K 0.04% 146
2015
Q3 		– Sell
-3,247
Closed -$377K – 119
2015
Q2 		$377K Buy
+3,247
New +$383K 0.16% 110

Other funds holding IWB

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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Patton Albertson Miller Group's IWB Position: Q2 2026 in Review

Patton Albertson Miller Group held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,207 shares worth $494K. The position accounts for 0.05% of the portfolio, ranked #157.

Patton Albertson Miller Group first reported a position in IWB in Q2 2015 and has held it in 31 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Patton Albertson Miller Group held 1,207 shares of iShares Russell 1000 ETF worth $494K as of Q2 2026.
  • Patton Albertson Miller Group left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.05% of Patton Albertson Miller Group's portfolio in Q2 2026, its #157 holding.
  • Patton Albertson Miller Group first reported a position in iShares Russell 1000 ETF in Q2 2015 and has held it in 31 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.