Petredis Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Petredis Investment Advisors’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	$1.51M	Hold	3,684	–	–	0.1%	88
2026 Q1	$1.31M	Hold	3,684	–	–	0.11%	88
2025 Q4	$1.38M	Hold	3,684	–	–	0.11%	88
2025 Q3	$1.35M	Hold	3,684	–	–	0.11%	91
2025 Q2	$1.25M	Hold	3,684	–	–	0.11%	90
2025 Q1	$1.13M	Hold	3,684	–	–	0.12%	87
2024 Q4	$1.19M	Hold	3,684	–	–	0.12%	85
2024 Q3	$1.16M	Hold	3,684	–	–	0.12%	86
2024 Q2	$1.1M	Hold	3,684	–	–	0.12%	88
2024 Q1	$1.06M	Hold	3,684	–	–	0.13%	86
2023 Q4	$966K	Hold	3,684	–	–	0.13%	88
2023 Q3	$865K	Hold	3,684	–	–	0.12%	86
2023 Q2	$898K	Hold	3,684	–	–	0.12%	87
2023 Q1	$830K	Hold	3,684	–	–	0.13%	87
2022 Q4	$776K	Buy	+3,684	New	+$780K	0.14%	86

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

Petredis Investment Advisors's IWB Position: Q2 2026 in Review

Petredis Investment Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 3,684 shares worth $1.51M. The position accounts for 0.1% of the portfolio, ranked #88.

Petredis Investment Advisors first reported a position in IWB in Q4 2022 and has held it in 15 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Petredis Investment Advisors held 3,684 shares of iShares Russell 1000 ETF worth $1.51M as of Q2 2026.
Petredis Investment Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.1% of Petredis Investment Advisors's portfolio in Q2 2026, its #88 holding.
Petredis Investment Advisors first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.