Pflug Koory’s iShares Russell 1000 ETF IWB Stock Holding History

Pflug Koory’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	$267K	Hold	652	–	–	0.11%	142
2026 Q1	$232K	Hold	652	–	–	0.11%	146
2025 Q4	$243K	Sell	652 -22	-3%	-$8.15K	0.11%	145
2025 Q3	$246K	Hold	674	–	–	0.12%	142
2025 Q2	$229K	Hold	674	–	–	0.12%	141
2025 Q1	$207K	Hold	674	–	–	0.12%	147
2024 Q4	$217K	Hold	674	–	–	0.11%	143
2024 Q3	$212K	Buy	+674	New	+$204K	0.1%	145
2024 Q1	$194K	Hold	674	–	–	0.1%	155
2023 Q4	$177K	Sell	674 -24	-3%	-$5.88K	0.09%	155
2023 Q3	$164K	Hold	698	–	–	0.09%	152
2023 Q2	$170K	Hold	698	–	–	0.09%	161
2023 Q1	$157K	Hold	698	–	–	0.09%	166
2022 Q4	$147K	Buy	698 +73	+12%	+$15.5K	0.08%	166
2022 Q3	$123K	Hold	625	–	–	0.07%	176
2022 Q2	$130K	Hold	625	–	–	0.08%	179
2022 Q1	$156K	Hold	625	–	–	0.08%	178
2021 Q4	$165K	Hold	625	–	–	0.08%	177
2021 Q3	$151K	Hold	625	–	–	0.08%	177
2021 Q2	$151K	Hold	625	–	–	0.08%	187
2021 Q1	$140K	Hold	625	–	–	0.08%	183
2020 Q4	$132K	Sell	625 -75	-11%	-$15K	0.08%	185
2020 Q3	$131K	Hold	700	–	–	0.09%	178
2020 Q2	$120K	Hold	700	–	–	0.09%	180
2020 Q1	$99K	Hold	700	–	–	0.09%	178
2019 Q4	$125K	Hold	700	–	–	0.09%	179
2019 Q3	$115K	Hold	700	–	–	0.09%	177
2019 Q2	$114K	Hold	700	–	–	0.09%	175
2019 Q1	$110K	Hold	700	–	–	0.09%	177
2018 Q4	$97K	Hold	700	–	–	0.08%	167
2018 Q3	$113K	Hold	700	–	–	0.09%	167
2018 Q2	$106K	Hold	700	–	–	0.08%	170
2018 Q1	$103K	Hold	700	–	–	0.08%	173
2017 Q4	$104K	Hold	700	–	–	0.08%	172
2017 Q3	$98K	Hold	700	–	–	0.08%	169
2017 Q2	$95K	Hold	700	–	–	0.08%	173
2017 Q1	$92K	Sell	700 -139	-17%	-$18K	0.08%	169
2016 Q4	$104	Buy	+839	New	+$102K	0.09%	162

Other funds holding IWB

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

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

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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

BFP

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

Pflug Koory's IWB Position: Q2 2026 in Review

Pflug Koory held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 652 shares worth $267K. The position accounts for 0.11% of the portfolio, ranked #142.

Pflug Koory first reported a position in IWB in Q4 2016 and has held it in 38 quarters since. 365 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Pflug Koory held 652 shares of iShares Russell 1000 ETF worth $267K as of Q2 2026.
Pflug Koory left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.11% of Pflug Koory's portfolio in Q2 2026, its #142 holding.
Pflug Koory first reported a position in iShares Russell 1000 ETF in Q4 2016 and has held it in 38 quarters since.
365 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Pflug Koory's 13F filing for Q2 2026, filed 21 Jul 2026.