Pin Oak Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Pin Oak Investment Advisors’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	$182K	Hold	445	–	–	0.13%	123
2026 Q1	$159K	Hold	445	–	–	0.11%	120
2025 Q4	$168K	Hold	445	–	–	0.12%	120
2025 Q3	$163K	Hold	445	–	–	0.12%	119
2025 Q2	$136K	Sell	445 -71	-14%	-$22.3K	0.12%	122
2025 Q1	$136K	Hold	516	–	–	0.1%	128
2024 Q4	$162K	Hold	516	–	–	0.15%	105
2024 Q3	$162K	Hold	516	–	–	0.15%	106
2024 Q2	$154K	Sell	516 -157	-23%	-$45.1K	0.15%	100
2024 Q1	$194K	Buy	673 +76	+13%	+$20.8K	0.19%	93
2023 Q4	$157K	Hold	597	–	–	0.16%	102
2023 Q3	$141K	Hold	597	–	–	0.16%	100
2023 Q2	$146K	Buy	597 +71	+13%	+$16.4K	0.16%	99
2023 Q1	$118K	Hold	526	–	–	0.15%	99
2022 Q4	$111K	Hold	526	–	–	0.14%	98
2022 Q3	$104K	Hold	526	–	–	0.13%	99
2022 Q2	$109K	Hold	526	–	–	0.13%	96
2022 Q1	$132K	Hold	526	–	–	0.14%	97
2021 Q4	$139K	Hold	526	–	–	0.14%	100
2021 Q3	$127K	Hold	526	–	–	0.14%	97
2021 Q2	$127K	Hold	526	–	–	0.13%	108
2021 Q1	$118K	Hold	526	–	–	0.1%	125
2020 Q4	$111K	Hold	526	–	–	0.09%	130
2020 Q3	$98K	Hold	526	–	–	0.09%	129
2020 Q2	$90K	Hold	526	–	–	0.08%	136
2020 Q1	$74K	Sell	526 -424	-45%	-$71.7K	0.08%	149
2019 Q4	$169K	Sell	950 -60	-6%	-$10.2K	0.14%	114
2019 Q3	$166K	Hold	1,010	–	–	0.14%	115
2019 Q2	$164K	Hold	1,010	–	–	0.13%	122
2019 Q1	$159K	Hold	1,010	–	–	0.13%	125
2018 Q4	$140K	Hold	1,010	–	–	0.12%	125
2018 Q3	$163K	Sell	1,010 -184	-15%	-$29.2K	0.12%	125
2018 Q2	$181K	Hold	1,194	–	–	0.13%	120
2018 Q1	$175K	Hold	1,194	–	–	0.14%	122
2017 Q4	$177K	Buy	+1,194	New	+$173K	0.14%	122

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 29.2% 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

Pin Oak Investment Advisors's IWB Position: Q2 2026 in Review

Pin Oak Investment Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 445 shares worth $182K. The position accounts for 0.13% of the portfolio, ranked #123.

Pin Oak Investment Advisors first reported a position in IWB in Q4 2017 and has held it in 35 quarters since. The position peaked at $194K in Q1 2024. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Pin Oak Investment Advisors held 445 shares of iShares Russell 1000 ETF worth $182K as of Q2 2026.
Pin Oak Investment Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.13% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #123 holding.
Pin Oak Investment Advisors first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 35 quarters since.
Pin Oak Investment Advisors's iShares Russell 1000 ETF position peaked at $194K in Q1 2024.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.