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Penobscot Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Penobscot Wealth 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 		$1.11M Sell
2,707
-2,800
-51% -$1.11M 0.3% 51
2026
Q1 		$2.01M Buy
5,507
+2,707
+97% +$1.01M 0.59% 27
2025
Q4 		$1.05M Hold
2,800
– – 0.32% 42
2025
Q3 		$1.02M Sell
2,800
-95
-3% -$33.5K 0.33% 43
2025
Q2 		$983K Buy
2,895
+1,170
+68% +$367K 0.35% 39
2025
Q1 		$529K Buy
1,725
+486
+39% +$157K 0.22% 51
2024
Q4 		$399K Sell
1,239
-78
-6% -$25.3K 0.18% 53
2024
Q3 		$414K Buy
1,317
+552
+72% +$167K 0.22% 49
2024
Q2 		$232K Sell
765
-4
-0.5% -$1.15K 0.14% 66
2024
Q1 		$221K Buy
+769
New +$211K 0.14% 68

Other funds holding IWB

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
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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Penobscot Wealth Management's IWB Position: Q2 2026 in Review

Penobscot Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 51% in Q2 2026, selling an estimated $1.11M and leaving 2,707 shares worth $1.11M. The position accounts for 0.3% of the portfolio, ranked #51.

Penobscot Wealth Management first reported a position in IWB in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.01M in Q1 2026. 278 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Penobscot Wealth Management held 2,707 shares of iShares Russell 1000 ETF worth $1.11M as of Q2 2026.
  • Penobscot Wealth Management sold 2,800 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.11M.
  • iShares Russell 1000 ETF made up 0.3% of Penobscot Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Penobscot Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 10 quarters since.
  • Penobscot Wealth Management's iShares Russell 1000 ETF position peaked at $2.01M in Q1 2026.
  • 278 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.