PKS Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$234K Buy
+572
New +$227K 0.04% 324
2026
Q1
– Sell
-547
Closed -$204K – 248
2025
Q4
$204K Buy
+547
New +$203K 0.05% 247

Other funds holding IWB

PKS Advisory Services's IWB Position: Q2 2026 in Review

PKS Advisory Services opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 572 shares worth $234K. The stake represents 0.04% of the portfolio and ranks #324 among its holdings. This is a return to the name: PKS Advisory Services previously reported a position in IWB as recently as Q4 2025.

PKS Advisory Services first reported a position in IWB in Q4 2025 and has held it in 2 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • PKS Advisory Services held 572 shares of iShares Russell 1000 ETF worth $234K as of Q2 2026.
  • iShares Russell 1000 ETF was a new PKS Advisory Services position in Q2 2026.
  • iShares Russell 1000 ETF made up 0.04% of PKS Advisory Services's portfolio in Q2 2026, its #324 holding.
  • PKS Advisory Services first reported a position in iShares Russell 1000 ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.