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PFG Investments’s iShares Russell 1000 ETF IWB Stock Holding History

PFG Investments’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 		$573K Sell
1,400
-221
-14% -$87.6K 0.02% 602
2026
Q1 		$578K Sell
1,621
-147
-8% -$54.8K 0.03% 550
2025
Q4 		$660K Buy
1,768
+37
+2% +$13.7K 0.03% 468
2025
Q3 		$633K Sell
1,731
-16
-0.9% -$5.64K 0.03% 480
2025
Q2 		$593K Sell
1,747
-14
-0.8% -$4.39K 0.03% 464
2025
Q1 		$540K Buy
1,761
+36
+2% +$11.6K 0.03% 469
2024
Q4 		$556K Buy
1,725
+43
+3% +$13.9K 0.03% 450
2024
Q3 		$529K Sell
1,682
-140
-8% -$42.4K 0.03% 471
2024
Q2 		$542K Buy
1,822
+10
+0.6% +$2.87K 0.04% 419
2024
Q1 		$522K Buy
1,812
+716
+65% +$196K 0.03% 508
2023
Q4 		$287K Sell
1,096
-305
-22% -$74.7K 0.05% 360
2023
Q3 		$329K Buy
1,401
+19
+1% +$4.65K 0.06% 331
2023
Q2 		$337K Buy
1,382
+34
+3% +$7.83K 0.06% 344
2023
Q1 		$304K Buy
+1,348
New +$297K 0.06% 338

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
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
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 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

PFG Investments's IWB Position: Q2 2026 in Review

PFG Investments reduced its iShares Russell 1000 ETF (IWB) stake by 14% in Q2 2026, selling an estimated $87.6K and leaving 1,400 shares worth $573K. The position accounts for 0.02% of the portfolio, ranked #602.

PFG Investments first reported a position in IWB in Q1 2023 and has held it in 14 quarters since. The position peaked at $660K in Q4 2025. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • PFG Investments held 1,400 shares of iShares Russell 1000 ETF worth $573K as of Q2 2026.
  • PFG Investments sold 221 iShares Russell 1000 ETF shares in Q2 2026, an estimated $87.6K.
  • iShares Russell 1000 ETF made up 0.02% of PFG Investments's portfolio in Q2 2026, its #602 holding.
  • PFG Investments first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's iShares Russell 1000 ETF position peaked at $660K in Q4 2025.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.