Pinney & Scofield
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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
Q3 		$41.6K Hold
100
– – 0.02% 130
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 $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Pinney & Scofield's IWB Position: Q3 2026 in Review

Pinney & Scofield held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 100 shares worth $41.6K. The position accounts for 0.02% of the portfolio, ranked #130.

Pinney & Scofield first reported a position in IWB in Q4 2024 and has held it in 8 quarters since. The position peaked at $134K in Q4 2025. 1,388 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Pinney & Scofield held 100 shares of iShares Russell 1000 ETF worth $41.6K as of Q3 2026.
  • Pinney & Scofield left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 ETF made up 0.02% of Pinney & Scofield's portfolio in Q3 2026, its #130 holding.
  • Pinney & Scofield first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 8 quarters since.
  • Pinney & Scofield's iShares Russell 1000 ETF position peaked at $134K in Q4 2025.
  • 1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Pinney & Scofield's 13F filing for Q3 2026, filed 12 Nov 2026.