G2 Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

G2 Capital Management’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	$3.41M	Buy	9,564 +1	+0%	+$373	0.83%	13
2025 Q4	$3.57M	Sell	9,563 -15	-0.2%	-$5.56K	0.86%	13
2025 Q3	$3.5M	Sell	9,578 -36	-0.4%	-$12.7K	0.88%	12
2025 Q2	$3.26M	Sell	9,614 -208	-2%	-$65.3K	0.92%	11
2025 Q1	$3.01M	Sell	9,822 -104	-1%	-$33.6K	0.91%	14
2024 Q4	$3.2M	Sell	9,926 -2,223	-18%	-$720K	0.94%	13
2024 Q3	$3.82M	Sell	12,149 -1,053	-8%	-$319K	1.13%	13
2024 Q2	$3.93M	Sell	13,202 -2,383	-15%	-$684K	1.22%	13
2024 Q1	$4.49M	Hold	15,585	–	–	1.44%	11
2023 Q4	$4.09M	Hold	15,585	–	–	1.39%	11
2023 Q3	$3.66M	Sell	15,585 -209	-1%	-$51.2K	1.64%	9
2023 Q2	$3.85M	Sell	15,794 -2,594	-14%	-$597K	1.68%	9
2023 Q1	$4.14M	Sell	18,388 -45	-0.2%	-$9.9K	1.77%	10
2022 Q4	$3.88M	Hold	18,433	–	–	1.42%	15
2022 Q3	$3.64M	Hold	18,433	–	–	1.68%	14
2022 Q2	$3.83M	Hold	18,433	–	–	1.81%	11
2022 Q1	$4.61M	Hold	18,433	–	–	1.98%	11
2021 Q4	$4.87M	Buy	+18,433	New	+$4.74M	1.81%	11

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

G2 Capital Management's IWB Position: Q1 2026 in Review

G2 Capital Management increased its iShares Russell 1000 ETF (IWB) stake by 0.01% in Q1 2026, buying an estimated $373 and bringing the position to 9,564 shares worth $3.41M. The position accounts for 0.83% of the portfolio, ranked #13.

G2 Capital Management first reported a position in IWB in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.87M in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

G2 Capital Management held 9,564 shares of iShares Russell 1000 ETF worth $3.41M as of Q1 2026.
G2 Capital Management bought 1 iShares Russell 1000 ETF share in Q1 2026, an estimated $373.
iShares Russell 1000 ETF made up 0.83% of G2 Capital Management's portfolio in Q1 2026, its #13 holding.
G2 Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 18 quarters since.
G2 Capital Management's iShares Russell 1000 ETF position peaked at $4.87M in Q4 2021.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on G2 Capital Management's 13F filing for Q1 2026, filed 12 May 2026.