GI
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GAMMA Investing’s iShares Russell 1000 ETF IWB Stock Holding History

GAMMA Investing’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 		$822K Sell
1,974
-1
-0.1% -$416 0.03% 493
2026
Q2 		$809K Buy
1,975
+1,393
+239% +$552K 0.03% 472
2026
Q1 		$208K Buy
582
+131
+29% +$48.8K 0.01% 1088
2025
Q4 		$168K Hold
451
– – 0.01% 1162
2025
Q3 		$165K Hold
451
– – 0.01% 1121
2025
Q2 		$153K Sell
451
-1
-0.2% -$314 0.01% 1097
2025
Q1 		$139K Hold
452
– – 0.01% 990
2024
Q4 		$146K Hold
452
– – 0.01% 860
2024
Q3 		$142K Hold
452
– – 0.01% 781
2024
Q2 		$135K Sell
452
-170
-27% -$48.8K 0.02% 636
2024
Q1 		$179K Hold
622
– – 0.04% 422
2023
Q4 		$165K Buy
+622
New +$152K 0.04% 363

Other funds holding IWB

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

GAMMA Investing's IWB Position: Q3 2026 in Review

GAMMA Investing reduced its iShares Russell 1000 ETF (IWB) stake by 0.05% in Q3 2026, selling an estimated $416 and leaving 1,974 shares worth $822K. The position accounts for 0.03% of the portfolio, ranked #493.

GAMMA Investing first reported a position in IWB in Q4 2023 and has held it in 12 quarters since. 82 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • GAMMA Investing held 1,974 shares of iShares Russell 1000 ETF worth $822K as of Q3 2026.
  • GAMMA Investing sold 1 iShares Russell 1000 ETF share in Q3 2026, an estimated $416.
  • iShares Russell 1000 ETF made up 0.03% of GAMMA Investing's portfolio in Q3 2026, its #493 holding.
  • GAMMA Investing first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 12 quarters since.
  • 82 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.