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Pennington Partners & Co’s iShares Russell 1000 ETF IWB Stock Holding History

Pennington Partners & Co’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 		$250K Buy
610
+1
+0.2% +$396 0.08% 116
2026
Q1 		$217K Hold
609
– – 0.07% 109
2025
Q4 		$227K Buy
609
+1
+0.2% +$370 0.09% 89
2025
Q3 		$222K Buy
608
+1
+0.2% +$352 0.11% 81
2025
Q2 		$206K Buy
+607
New +$191K 0.11% 78

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pennington Partners & Co's IWB Position: Q2 2026 in Review

Pennington Partners & Co increased its iShares Russell 1000 ETF (IWB) stake by 0.16% in Q2 2026, buying an estimated $396 and bringing the position to 610 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #116.

Pennington Partners & Co first reported a position in IWB in Q2 2025 and has held it in 5 quarters since. 1,551 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Pennington Partners & Co held 610 shares of iShares Russell 1000 ETF worth $250K as of Q2 2026.
  • Pennington Partners & Co bought 1 iShares Russell 1000 ETF share in Q2 2026, an estimated $396.
  • iShares Russell 1000 ETF made up 0.08% of Pennington Partners & Co's portfolio in Q2 2026, its #116 holding.
  • Pennington Partners & Co first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,551 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Pennington Partners & Co's 13F filing for Q2 2026, filed 14 Aug 2026.