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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Petix & Botte Financial's IWB Position: Q1 2026 in Review

Petix & Botte Financial reduced its iShares Russell 1000 ETF (IWB) stake by 50% in Q1 2026, selling an estimated $123K and leaving 329 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #128.

Petix & Botte Financial first reported a position in IWB in Q4 2019 and has held it in 11 quarters since. The position peaked at $5.32M in Q1 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Petix & Botte Financial held 329 shares of iShares Russell 1000 ETF worth $235K as of Q1 2026.
Petix & Botte Financial sold 329 iShares Russell 1000 ETF shares in Q1 2026, an estimated $123K.
iShares Russell 1000 ETF made up 0.05% of Petix & Botte Financial's portfolio in Q1 2026, its #128 holding.
Petix & Botte Financial first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 11 quarters since.
Petix & Botte Financial's iShares Russell 1000 ETF position peaked at $5.32M in Q1 2024.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.