Private Advisor Group’s iShares Russell 1000 ETF IWB Stock Holding History

Private Advisor Group’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	$13.5M	Buy	37,811 +2,096	+6%	+$781K	0.06%	319
2025 Q4	$13.3M	Buy	35,715 +1,633	+5%	+$605K	0.06%	314
2025 Q3	$12.5M	Sell	34,082 -3,325	-9%	-$1.17M	0.06%	322
2025 Q2	$12.7M	Buy	37,407 +1,444	+4%	+$453K	0.07%	299
2025 Q1	$11M	Buy	35,963 +1,403	+4%	+$454K	0.07%	311
2024 Q4	$11.1M	Sell	34,560 -6,178	-15%	-$2M	0.06%	304
2024 Q3	$12.8M	Sell	40,738 -1,731	-4%	-$524K	0.08%	241
2024 Q2	$12.6M	Sell	42,469 -84	-0.2%	-$24.1K	0.08%	219
2024 Q1	$12.3M	Sell	42,553 -80,897	-66%	-$22.2M	0.09%	214
2023 Q4	$32.4M	Buy	123,450 +6,788	+6%	+$1.66M	0.25%	89
2023 Q3	$27.4M	Buy	116,662 +72,003	+161%	+$17.6M	0.24%	90
2023 Q2	$10.9M	Sell	44,659 -477	-1%	-$110K	0.1%	205
2023 Q1	$10.2M	Sell	45,136 -832	-2%	-$183K	0.1%	208
2022 Q4	$1.51M	Sell	45,968 -2,450	-5%	-$519K	0.08%	262
2022 Q3	$9.55M	Sell	48,418 -34,851	-42%	-$7.64M	0.11%	201
2022 Q2	$17.3M	Sell	83,269 -5,451	-6%	-$1.23M	0.15%	137
2022 Q1	$22.2M	Buy	88,720 +3,138	+4%	+$775K	0.17%	122
2021 Q4	$22.6M	Sell	85,582 -34,585	-29%	-$8.9M	0.17%	118
2021 Q3	$29M	Buy	120,167 +35,273	+42%	+$8.77M	0.18%	111
2021 Q2	$20.6M	Sell	84,894 -239	-0.3%	-$56.3K	0.18%	114
2021 Q1	$19.1M	Sell	85,133 -33,435	-28%	-$7.32M	0.18%	118
2020 Q4	$25.1M	Buy	118,568 +8,066	+7%	+$1.61M	0.26%	74
2020 Q3	$20M	Sell	110,502 -13,334	-11%	-$2.46M	0.26%	77
2020 Q2	$21.3M	Sell	123,836 -14,315	-10%	-$2.32M	0.3%	69
2020 Q1	$19.6M	Sell	138,151 -3,341	-2%	-$565K	0.36%	53
2019 Q4	$25.2M	Sell	141,492 -25,701	-15%	-$4.39M	0.39%	42
2019 Q3	$27.7M	Buy	167,193 +35,383	+27%	+$5.81M	0.43%	38
2019 Q2	$21.5M	Buy	131,810 +35,749	+37%	+$5.72M	0.39%	46
2019 Q1	$15.1M	Sell	96,061 -10,985	-10%	-$1.66M	0.3%	66
2018 Q4	$15M	Buy	107,046 +34,524	+48%	+$5.16M	0.36%	56
2018 Q3	$11.7M	Buy	72,522 +31,239	+76%	+$4.96M	0.24%	89
2018 Q2	$6.29M	Sell	41,283 -4,275	-9%	-$644K	0.1%	97
2018 Q1	$6.69M	Sell	45,558 -7,652	-14%	-$1.16M	0.26%	89
2017 Q4	$8.05M	Sell	53,210 -40,104	-43%	-$5.81M	0.34%	66
2017 Q3	$13.2M	Sell	93,314 -1,834	-2%	-$252K	0.33%	69
2017 Q2	$12.8M	Buy	95,148 +7,844	+9%	+$1.05M	0.35%	64
2017 Q1	$11.4M	Buy	87,304 +13,416	+18%	+$1.74M	0.32%	71
2016 Q4	$9.35M	Buy	73,888 +27,245	+58%	+$3.31M	0.31%	76
2016 Q3	$5.58M	Sell	46,643 -39,364	-46%	-$4.73M	0.23%	103
2016 Q2	$11.4M	Buy	86,007 +38,718	+82%	+$4.46M	0.46%	45
2016 Q1	$6.81M	Sell	47,289 -59,745	-56%	-$6.46M	0.33%	66
2015 Q4	$12.1M	Buy	107,034 +9,136	+9%	+$1.04M	0.58%	29
2015 Q3	$10.5M	Buy	97,898 +1,102	+1%	+$125K	0.58%	29
2015 Q2	$11.2M	Sell	96,796 -14,074	-13%	-$1.66M	0.53%	32
2015 Q1	$12.8M	Sell	110,870 -734	-0.7%	-$84.8K	0.74%	15
2014 Q4	$12.8M	Sell	111,604 -10,234	-8%	-$1.15M	0.82%	9
2014 Q3	$13.4M	Buy	121,838 +81,715	+204%	+$9.03M	0.93%	9
2014 Q2	$4.42M	Buy	40,123 +5,394	+16%	+$574K	0.38%	61
2014 Q1	$3.64M	Buy	34,729 +378	+1%	+$38.9K	0.38%	61
2013 Q4	$3.54M	Buy	+34,351	New	+$3.4M	0.4%	50

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Private Advisor Group's IWB Position: Q1 2026 in Review

Private Advisor Group increased its iShares Russell 1000 ETF (IWB) stake by 5.9% in Q1 2026, buying an estimated $781K and bringing the position to 37,811 shares worth $13.5M. The position accounts for 0.06% of the portfolio, ranked #319.

Private Advisor Group first reported a position in IWB in Q4 2013 and has held it in 50 quarters since. The position peaked at $32.4M in Q4 2023. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Private Advisor Group held 37,811 shares of iShares Russell 1000 ETF worth $13.5M as of Q1 2026.
Private Advisor Group bought 2,096 iShares Russell 1000 ETF shares in Q1 2026, an estimated $781K.
iShares Russell 1000 ETF made up 0.06% of Private Advisor Group's portfolio in Q1 2026, its #319 holding.
Private Advisor Group first reported a position in iShares Russell 1000 ETF in Q4 2013 and has held it in 50 quarters since.
Private Advisor Group's iShares Russell 1000 ETF position peaked at $32.4M in Q4 2023.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.