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
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

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

GAMMA Investing's IWB Position: Q2 2026 in Review

GAMMA Investing increased its iShares Russell 1000 ETF (IWB) stake by 239% in Q2 2026, buying an estimated $552K and bringing the position to 1,975 shares worth $809K. The position accounts for 0.03% of the portfolio, ranked #472.

GAMMA Investing first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. 431 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • GAMMA Investing held 1,975 shares of iShares Russell 1000 ETF worth $809K as of Q2 2026.
  • GAMMA Investing bought 1,393 iShares Russell 1000 ETF shares in Q2 2026, an estimated $552K.
  • iShares Russell 1000 ETF made up 0.03% of GAMMA Investing's portfolio in Q2 2026, its #472 holding.
  • GAMMA Investing first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 431 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.