Schuylkill Financial LLC’s iShares Russell 1000 ETF IWB Stock Holding History

Schuylkill Financial LLC’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	$325K	Buy	+793	New	+$314K	0.3%	50

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Schuylkill Financial LLC's IWB Position: Q2 2026 in Review

Schuylkill Financial LLC opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 793 shares worth $325K. The stake represents 0.3% of the portfolio and ranks #50 among its holdings.

1,457 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Schuylkill Financial LLC held 793 shares of iShares Russell 1000 ETF worth $325K as of Q2 2026.
iShares Russell 1000 ETF was a new Schuylkill Financial LLC position in Q2 2026.
iShares Russell 1000 ETF made up 0.3% of Schuylkill Financial LLC's portfolio in Q2 2026, its #50 holding.
1,457 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Schuylkill Financial LLC's 13F filing for Q2 2026, filed 7 Aug 2026.