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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Pinney & Scofield's IWB Position: Q1 2026 in Review

Pinney & Scofield reduced its iShares Russell 1000 ETF (IWB) stake by 38% in Q1 2026, selling an estimated $50.3K and leaving 225 shares worth $80.2K. The position accounts for 0.04% of the portfolio, ranked #87.

Pinney & Scofield first reported a position in IWB in Q4 2024 and has held it in 6 quarters since. The position peaked at $134K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Pinney & Scofield held 225 shares of iShares Russell 1000 ETF worth $80.2K as of Q1 2026.
  • Pinney & Scofield sold 135 iShares Russell 1000 ETF shares in Q1 2026, an estimated $50.3K.
  • iShares Russell 1000 ETF made up 0.04% of Pinney & Scofield's portfolio in Q1 2026, its #87 holding.
  • Pinney & Scofield first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 6 quarters since.
  • Pinney & Scofield's iShares Russell 1000 ETF position peaked at $134K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.