Petix & Botte Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Petix & Botte 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	$269K	Buy	658 +329	+100%	+$130K	0.05%	132
2026 Q1	$235K	Sell	329 -329	-50%	-$123K	0.05%	128
2025 Q4	$246K	Hold	658	–	–	0.06%	117
2025 Q3	$240K	Hold	658	–	–	0.06%	123
2025 Q2	$223K	Buy	+658	New	+$207K	0.05%	123
2024 Q2	–	Sell	-18,478	Closed	-$5.32M	–	139
2024 Q1	$5.32M	Buy	+18,478	New	+$5.06M	1.32%	22
2022 Q2	–	Sell	-882	Closed	-$221K	–	90
2022 Q1	$221K	Buy	+882	New	+$218K	0.07%	108
2021 Q4	–	Sell	-882	Closed	-$214K	–	94
2021 Q3	$214K	Buy	+882	New	+$219K	0.07%	111
2021 Q1	–	Sell	-1,195	Closed	-$253K	–	77
2020 Q4	$253K	Buy	1,195 +1	+0.1%	+$200	0.19%	69
2020 Q3	$223K	Sell	1,194 -1,426	-54%	-$263K	0.18%	70
2020 Q2	$223K	Buy	+2,620	New	+$424K	0.18%	69
2020 Q1	–	Sell	-1,250	Closed	-$224K	–	74
2019 Q4	$224K	Buy	+1,250	New	+$213K	0.18%	74

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 29.18% 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

Petix & Botte Financial's IWB Position: Q2 2026 in Review

Petix & Botte Financial increased its iShares Russell 1000 ETF (IWB) stake by 100% in Q2 2026, buying an estimated $130K and bringing the position to 658 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #132.

Petix & Botte Financial first reported a position in IWB in Q4 2019 and has held it in 12 quarters since. The position peaked at $5.32M in Q1 2024. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Petix & Botte Financial held 658 shares of iShares Russell 1000 ETF worth $269K as of Q2 2026.
Petix & Botte Financial bought 329 iShares Russell 1000 ETF shares in Q2 2026, an estimated $130K.
iShares Russell 1000 ETF made up 0.05% of Petix & Botte Financial's portfolio in Q2 2026, its #132 holding.
Petix & Botte Financial first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 12 quarters since.
Petix & Botte Financial's iShares Russell 1000 ETF position peaked at $5.32M in Q1 2024.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.