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 Q2	$4.76M	Sell	11,628 -318	-3%	-$126K	0.31%	58
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

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 29.18% 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

Philadelphia Trust Company's IWB Position: Q2 2026 in Review

Philadelphia Trust Company reduced its iShares Russell 1000 ETF (IWB) stake by 2.7% in Q2 2026, selling an estimated $126K and leaving 11,628 shares worth $4.76M. The position accounts for 0.31% of the portfolio, ranked #58.

Philadelphia Trust Company first reported a position in IWB in Q1 2024 and has held it in 10 quarters since. 1,551 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Philadelphia Trust Company held 11,628 shares of iShares Russell 1000 ETF worth $4.76M as of Q2 2026.
Philadelphia Trust Company sold 318 iShares Russell 1000 ETF shares in Q2 2026, an estimated $126K.
iShares Russell 1000 ETF made up 0.31% of Philadelphia Trust Company's portfolio in Q2 2026, its #58 holding.
Philadelphia Trust Company first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 10 quarters since.
1,551 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Philadelphia Trust Company's 13F filing for Q2 2026, filed 10 Aug 2026.