Peddock Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Peddock Capital Advisors’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	$1.87M	Hold	5,239	–	–	0.41%	57
2025 Q4	$1.96M	Sell	5,239 -42	-0.8%	-$15.6K	0.41%	55
2025 Q3	$1.93M	Buy	5,281 +138	+3%	+$48.6K	0.42%	54
2025 Q2	$1.75M	Sell	5,143 -96	-2%	-$30.1K	0.4%	55
2025 Q1	$1.61M	Hold	5,239	–	–	0.41%	60
2024 Q4	$1.69M	Sell	5,239 -1	-0%	-$324	0.4%	57
2024 Q3	$1.65M	Sell	5,240 -142	-3%	-$43K	0.4%	60
2024 Q2	$1.6M	Buy	5,382 +103	+2%	+$29.6K	0.41%	55
2024 Q1	$1.52M	Buy	5,279 +18	+0.3%	+$4.93K	0.4%	60
2023 Q4	$1.38M	Buy	5,261 +260	+5%	+$63.7K	0.42%	58
2023 Q3	$1.17M	Buy	5,001 +56	+1%	+$13.7K	0.39%	63
2023 Q2	$1.21M	Sell	4,945 -50	-1%	-$11.5K	0.4%	60
2023 Q1	$1.13M	Buy	4,995 +300	+6%	+$66K	0.39%	64
2022 Q4	$988K	Buy	4,695 +19	+0.4%	+$4.02K	0.38%	67
2022 Q3	$923K	Hold	4,676	–	–	0.38%	71
2022 Q2	$971K	Hold	4,676	–	–	0.38%	73
2022 Q1	$1.17M	Buy	4,676 +12	+0.3%	+$2.96K	0.38%	73
2021 Q4	$1.23M	Sell	4,664 -2,310	-33%	-$595K	0.41%	69
2021 Q3	$1.69M	Hold	6,974	–	–	0.6%	50
2021 Q2	$1.72M	Hold	6,974	–	–	0.6%	49
2021 Q1	$1.56M	Buy	+6,974	New	+$1.53M	0.6%	49

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Peddock Capital Advisors's IWB Position: Q1 2026 in Review

Peddock Capital Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 5,239 shares worth $1.87M. The position accounts for 0.41% of the portfolio, ranked #57.

Peddock Capital Advisors first reported a position in IWB in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.96M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Peddock Capital Advisors held 5,239 shares of iShares Russell 1000 ETF worth $1.87M as of Q1 2026.
Peddock Capital Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.41% of Peddock Capital Advisors's portfolio in Q1 2026, its #57 holding.
Peddock Capital Advisors first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 21 quarters since.
Peddock Capital Advisors's iShares Russell 1000 ETF position peaked at $1.96M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Peddock Capital Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.