Penney Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Penney Financial’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	$990K	Hold	2,380	–	–	0.29%	22
2026 Q2	$975K	Hold	2,380	–	–	0.34%	27
2026 Q1	$849K	Hold	2,380	–	–	0.33%	26
2025 Q4	$889K	Hold	2,380	–	–	0.34%	26
2025 Q3	$870K	Hold	2,380	–	–	0.39%	25
2025 Q2	$808K	Hold	2,380	–	–	0.41%	22
2025 Q1	$730K	Hold	2,380	–	–	0.48%	17
2024 Q4	$767K	Hold	2,380	–	–	0.51%	17
2024 Q3	$748K	Hold	2,380	–	–	0.51%	17
2024 Q2	$708K	Hold	2,380	–	–	0.52%	18
2024 Q1	$686K	Hold	2,380	–	–	0.51%	18
2023 Q4	$624K	Buy	+2,380	New	+$583K	0.52%	19

Other funds holding IWB

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

Penney Financial's IWB Position: Q3 2026 in Review

Penney Financial held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 2,380 shares worth $990K. The position accounts for 0.29% of the portfolio, ranked #22.

Penney Financial first reported a position in IWB in Q4 2023 and has held it in 12 quarters since. 760 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Penney Financial held 2,380 shares of iShares Russell 1000 ETF worth $990K as of Q3 2026.
Penney Financial left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
iShares Russell 1000 ETF made up 0.29% of Penney Financial's portfolio in Q3 2026, its #22 holding.
Penney Financial first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 12 quarters since.
760 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Penney Financial's 13F filing for Q3 2026, filed 20 Oct 2026.