Stonebridge Financial Group (Pennsylvania)’s iShares Russell 1000 ETF IWB Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$674K	Hold	1,647	–	–	0.05%	151
2026 Q1	$587K	Hold	1,647	–	–	0.05%	154
2025 Q4	$615K	Hold	1,647	–	–	0.05%	145
2025 Q3	$602K	Hold	1,647	–	–	0.05%	143
2025 Q2	$559K	Hold	1,647	–	–	0.05%	140
2025 Q1	$505K	Hold	1,647	–	–	0.05%	150
2024 Q4	$531K	Buy	+1,647	New	+$534K	0.06%	148

Other funds holding IWB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s IWB Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,647 shares worth $674K. The position accounts for 0.05% of the portfolio, ranked #151.

Stonebridge Financial Group (Pennsylvania) first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. 1,360 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 1,647 shares of iShares Russell 1000 ETF worth $674K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.05% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #151 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
1,360 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.