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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
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

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

Penney Financial's IWB Position: Q2 2026 in Review

Penney Financial held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 2,380 shares worth $975K. The position accounts for 0.34% of the portfolio, ranked #27.

Penney Financial first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Penney Financial held 2,380 shares of iShares Russell 1000 ETF worth $975K as of Q2 2026.
  • Penney Financial left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.34% of Penney Financial's portfolio in Q2 2026, its #27 holding.
  • Penney Financial first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.