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Pinney & Scofield’s iShares Russell 1000 ETF IWB Stock Holding History

Pinney & Scofield’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 		$41K Sell
100
-125
-56% -$49.5K 0.02% 122
2026
Q1 		$80.2K Sell
225
-135
-38% -$50.3K 0.04% 87
2025
Q4 		$134K Hold
360
– – 0.08% 63
2025
Q3 		$132K Hold
360
– – 0.08% 65
2025
Q2 		$122K Hold
360
– – 0.08% 69
2025
Q1 		$110K Hold
360
– – 0.08% 69
2024
Q4 		$116K Buy
+360
New +$117K 0.09% 68

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinney & Scofield's IWB Position: Q2 2026 in Review

Pinney & Scofield reduced its iShares Russell 1000 ETF (IWB) stake by 56% in Q2 2026, selling an estimated $49.5K and leaving 100 shares worth $41K. The position accounts for 0.02% of the portfolio, ranked #122.

Pinney & Scofield first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. The position peaked at $134K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Pinney & Scofield held 100 shares of iShares Russell 1000 ETF worth $41K as of Q2 2026.
  • Pinney & Scofield sold 125 iShares Russell 1000 ETF shares in Q2 2026, an estimated $49.5K.
  • iShares Russell 1000 ETF made up 0.02% of Pinney & Scofield's portfolio in Q2 2026, its #122 holding.
  • Pinney & Scofield first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
  • Pinney & Scofield's iShares Russell 1000 ETF position peaked at $134K in Q4 2025.
  • 1,552 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.