Pennsylvania Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Pennsylvania Capital Management’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	$581K	Hold	1,418	–	–	0.15%	69
2026 Q1	$506K	Hold	1,418	–	–	0.14%	72
2025 Q4	$530K	Hold	1,418	–	–	0.14%	69
2025 Q3	$518K	Hold	1,418	–	–	0.15%	71
2025 Q2	$482K	Hold	1,418	–	–	0.15%	73
2025 Q1	$435K	Hold	1,418	–	–	0.16%	68
2024 Q4	$457K	Hold	1,418	–	–	0.16%	69
2024 Q3	$446K	Buy	1,418 +138	+11%	+$41.8K	0.16%	62
2024 Q2	$381K	Hold	1,280	–	–	0.15%	64
2024 Q1	$369K	Sell	1,280 -9,945	-89%	-$2.73M	0.15%	67
2023 Q4	$2.94M	Hold	11,225	–	–	1.17%	20
2023 Q3	$2.64M	Hold	11,225	–	–	1.09%	19
2023 Q2	$2.74M	Hold	11,225	–	–	1.17%	16
2023 Q1	$2.53M	Hold	11,225	–	–	1.22%	18
2022 Q4	$2.45M	Hold	11,225	–	–	1.29%	15
2022 Q3	$2.21M	Hold	11,225	–	–	1.22%	18
2022 Q2	$2.33M	Hold	11,225	–	–	1.23%	18
2022 Q1	$2.81M	Hold	11,225	–	–	1.2%	16
2021 Q4	$2.97M	Hold	11,225	–	–	1.02%	19
2021 Q3	$2.87M	Hold	11,225	–	–	1.28%	15
2021 Q2	$2.76M	Hold	11,225	–	–	1.36%	14
2021 Q1	$2.51M	Buy	11,225 +9,506	+553%	+$2.08M	1.48%	15
2020 Q4	$371K	Buy	+1,719	New	+$343K	0.24%	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 29.2% 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

Pennsylvania Capital Management's IWB Position: Q2 2026 in Review

Pennsylvania Capital Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,418 shares worth $581K. The position accounts for 0.15% of the portfolio, ranked #69.

Pennsylvania Capital Management first reported a position in IWB in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.97M in Q4 2021. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Pennsylvania Capital Management held 1,418 shares of iShares Russell 1000 ETF worth $581K as of Q2 2026.
Pennsylvania Capital Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.15% of Pennsylvania Capital Management's portfolio in Q2 2026, its #69 holding.
Pennsylvania Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
Pennsylvania Capital Management's iShares Russell 1000 ETF position peaked at $2.97M in Q4 2021.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.