PHIC
IWB icon

Pine Haven Investment Counsel’s iShares Russell 1000 ETF IWB Stock Holding History

Pine Haven Investment Counsel’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 		$442K Sell
1,080
-540
-33% -$214K 0.3% 78
2026
Q1 		$578K Hold
1,620
– – 0.42% 65
2025
Q4 		$605K Sell
1,620
-10
-0.6% -$3.7K 0.43% 62
2025
Q3 		$596K Buy
+1,630
New +$574K 0.43% 61

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
BP
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
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
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

Pine Haven Investment Counsel's IWB Position: Q2 2026 in Review

Pine Haven Investment Counsel reduced its iShares Russell 1000 ETF (IWB) stake by 33% in Q2 2026, selling an estimated $214K and leaving 1,080 shares worth $442K. The position accounts for 0.3% of the portfolio, ranked #78.

Pine Haven Investment Counsel first reported a position in IWB in Q3 2025 and has held it in 4 quarters since. The position peaked at $605K in Q4 2025. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Pine Haven Investment Counsel held 1,080 shares of iShares Russell 1000 ETF worth $442K as of Q2 2026.
  • Pine Haven Investment Counsel sold 540 iShares Russell 1000 ETF shares in Q2 2026, an estimated $214K.
  • iShares Russell 1000 ETF made up 0.3% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #78 holding.
  • Pine Haven Investment Counsel first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 4 quarters since.
  • Pine Haven Investment Counsel's iShares Russell 1000 ETF position peaked at $605K in Q4 2025.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.