PDS Planning’s iShares Russell 1000 ETF IWB Stock Holding History

PDS Planning’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 Q3	$298K	Buy	+715	New	+$297K	0.02%	451

Other funds holding IWB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

PDS Planning's IWB Position: Q3 2026 in Review

PDS Planning opened a new position in iShares Russell 1000 ETF (IWB) in Q3 2026: 715 shares worth $298K. The stake represents 0.02% of the portfolio and ranks #451 among its holdings.

955 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

PDS Planning held 715 shares of iShares Russell 1000 ETF worth $298K as of Q3 2026.
iShares Russell 1000 ETF was a new PDS Planning position in Q3 2026.
iShares Russell 1000 ETF made up 0.02% of PDS Planning's portfolio in Q3 2026, its #451 holding.
955 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on PDS Planning's 13F filing for Q3 2026, filed 3 Nov 2026.