Philadelphia Trust Company’s iShares Russell 1000 ETF IWB Stock Holding History

Philadelphia Trust Company’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	$4.26M	Hold	11,946	–	–	0.3%	59
2025 Q4	$4.46M	Hold	11,946	–	–	0.31%	61
2025 Q3	$4.37M	Hold	11,946	–	–	0.31%	59
2025 Q2	$4.06M	Hold	11,946	–	–	0.31%	61
2025 Q1	$3.66M	Hold	11,946	–	–	0.31%	63
2024 Q4	$3.85M	Hold	11,946	–	–	0.28%	68
2024 Q3	$3.76M	Hold	11,946	–	–	0.27%	69
2024 Q2	$3.55M	Buy	11,946 +11,218	+1,541%	+$3.22M	0.28%	64
2024 Q1	$210K	Buy	+728	New	+$200K	0.02%	220

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

Philadelphia Trust Company's IWB Position: Q1 2026 in Review

Philadelphia Trust Company held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 11,946 shares worth $4.26M. The position accounts for 0.3% of the portfolio, ranked #59.

Philadelphia Trust Company first reported a position in IWB in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.46M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Philadelphia Trust Company held 11,946 shares of iShares Russell 1000 ETF worth $4.26M as of Q1 2026.
Philadelphia Trust Company left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.3% of Philadelphia Trust Company's portfolio in Q1 2026, its #59 holding.
Philadelphia Trust Company first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 9 quarters since.
Philadelphia Trust Company's iShares Russell 1000 ETF position peaked at $4.46M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Philadelphia Trust Company's 13F filing for Q1 2026, filed 13 May 2026.