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

Private Advisory 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 Q3	$525K	Buy	+1,261	New	+$524K	0.03%	235

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Private Advisory Group's IWB Position: Q3 2026 in Review

Private Advisory Group opened a new position in iShares Russell 1000 ETF (IWB) in Q3 2026: 1,261 shares worth $525K. The stake represents 0.03% of the portfolio and ranks #235 among its holdings.

1,278 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Private Advisory Group held 1,261 shares of iShares Russell 1000 ETF worth $525K as of Q3 2026.
iShares Russell 1000 ETF was a new Private Advisory Group position in Q3 2026.
iShares Russell 1000 ETF made up 0.03% of Private Advisory Group's portfolio in Q3 2026, its #235 holding.
1,278 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.