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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Pennington Partners & Co's IWB Position: Q1 2026 in Review

Pennington Partners & Co held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 609 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #109.

Pennington Partners & Co first reported a position in IWB in Q2 2025 and has held it in 4 quarters since. The position peaked at $227K in Q4 2025. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Pennington Partners & Co held 609 shares of iShares Russell 1000 ETF worth $217K as of Q1 2026.
  • Pennington Partners & Co left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 ETF made up 0.07% of Pennington Partners & Co's portfolio in Q1 2026, its #109 holding.
  • Pennington Partners & Co first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 4 quarters since.
  • Pennington Partners & Co's iShares Russell 1000 ETF position peaked at $227K in Q4 2025.
  • 1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Pennington Partners & Co's 13F filing for Q1 2026, filed 14 May 2026.