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Purkiss Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Purkiss Capital Advisors’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
Q2 		$206K Buy
+504
New +$200K 0.08% 185
2026
Q1 		– Sell
-733
Closed -$274K – 173
2025
Q4 		$274K Hold
733
– – 0.13% 137
2025
Q3 		$268K Sell
733
-14
-2% -$4.93K 0.13% 132
2025
Q2 		$254K Buy
+747
New +$234K 0.14% 118

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Purkiss Capital Advisors's IWB Position: Q2 2026 in Review

Purkiss Capital Advisors opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 504 shares worth $206K. The stake represents 0.08% of the portfolio and ranks #185 among its holdings. This is a return to the name: Purkiss Capital Advisors previously reported a position in IWB as recently as Q4 2025.

Purkiss Capital Advisors first reported a position in IWB in Q2 2025 and has held it in 4 quarters since. The position peaked at $274K in Q4 2025. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Purkiss Capital Advisors held 504 shares of iShares Russell 1000 ETF worth $206K as of Q2 2026.
  • iShares Russell 1000 ETF was a new Purkiss Capital Advisors position in Q2 2026.
  • iShares Russell 1000 ETF made up 0.08% of Purkiss Capital Advisors's portfolio in Q2 2026, its #185 holding.
  • Purkiss Capital Advisors first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 4 quarters since.
  • Purkiss Capital Advisors's iShares Russell 1000 ETF position peaked at $274K in Q4 2025.
  • 1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.