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 Q2	$2.1M	Sell	5,120 -119	-2%	-$47.2K	0.42%	53
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Peddock Capital Advisors's IWB Position: Q2 2026 in Review

Peddock Capital Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 2.3% in Q2 2026, selling an estimated $47.2K and leaving 5,120 shares worth $2.1M. The position accounts for 0.42% of the portfolio, ranked #53.

Peddock Capital Advisors first reported a position in IWB in Q1 2021 and has held it in 22 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Peddock Capital Advisors held 5,120 shares of iShares Russell 1000 ETF worth $2.1M as of Q2 2026.
Peddock Capital Advisors sold 119 iShares Russell 1000 ETF shares in Q2 2026, an estimated $47.2K.
iShares Russell 1000 ETF made up 0.42% of Peddock Capital Advisors's portfolio in Q2 2026, its #53 holding.
Peddock Capital Advisors first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 22 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Peddock Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.