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

PFG Private 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 Q1	–	Sell	-541	Closed	-$202K	–	82
2025 Q4	$202K	Buy	+541	New	+$200K	0.09%	74
2025 Q2	–	Sell	-451	Closed	-$138K	–	147
2025 Q1	$138K	Buy	451 +17	+4%	+$5.5K	0.07%	75
2024 Q4	$140K	Hold	434	–	–	0.08%	67
2024 Q3	$136K	Hold	434	–	–	0.08%	74
2024 Q2	$129K	Hold	434	–	–	0.08%	73
2024 Q1	$125K	Hold	434	–	–	0.08%	73
2023 Q4	$114K	Hold	434	–	–	0.08%	68
2023 Q3	$102K	Sell	434 -210	-33%	-$51.4K	0.08%	67
2023 Q2	$157K	Hold	644	–	–	0.09%	68
2023 Q1	$145K	Hold	644	–	–	0.09%	64
2022 Q4	$136K	Hold	644	–	–	0.08%	68
2022 Q3	$127K	Hold	644	–	–	0.08%	66
2022 Q2	$134K	Buy	644 +210	+48%	+$47.5K	0.08%	76
2022 Q1	$109K	Hold	434	–	–	0.06%	107
2021 Q4	$115K	Hold	434	–	–	0.06%	74
2021 Q3	$105K	Buy	+434	New	+$108K	0.06%	67

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

PFG Private Wealth Management's IWB Position: Q1 2026 in Review

PFG Private Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 541 shares — an estimated $202K sold.

PFG Private Wealth Management first reported a position in IWB in Q3 2021 and held it in 16 quarters. The position peaked at $202K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

PFG Private Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
PFG Private Wealth Management sold 541 iShares Russell 1000 ETF shares in Q1 2026, an estimated $202K.
PFG Private Wealth Management first reported a position in iShares Russell 1000 ETF in Q3 2021 and held it in 16 quarters.
PFG Private Wealth Management's iShares Russell 1000 ETF position peaked at $202K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on PFG Private Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.