Gateway Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Gateway Wealth Partners’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	$631K	Sell	1,541 -1,643	-52%	-$651K	0.04%	419
2026 Q1	$1.14M	Buy	3,184 +2,500	+365%	+$932K	0.04%	354
2025 Q4	$255K	Buy	+684	New	+$253K	0.03%	398
2023 Q2	–	Sell	-14,451	Closed	-$3.25M	–	250
2023 Q1	$3.25M	Sell	14,451 -12	-0.1%	-$2.64K	0.5%	36
2022 Q4	$3.04M	Buy	+14,463	New	+$3.06M	0.52%	36

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 29.18% 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

Gateway Wealth Partners's IWB Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares Russell 1000 ETF (IWB) stake by 52% in Q2 2026, selling an estimated $651K and leaving 1,541 shares worth $631K. The position accounts for 0.04% of the portfolio, ranked #419.

Gateway Wealth Partners first reported a position in IWB in Q4 2022 and has held it in 5 quarters since. The position peaked at $3.25M in Q1 2023. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Gateway Wealth Partners held 1,541 shares of iShares Russell 1000 ETF worth $631K as of Q2 2026.
Gateway Wealth Partners sold 1,643 iShares Russell 1000 ETF shares in Q2 2026, an estimated $651K.
iShares Russell 1000 ETF made up 0.04% of Gateway Wealth Partners's portfolio in Q2 2026, its #419 holding.
Gateway Wealth Partners first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 5 quarters since.
Gateway Wealth Partners's iShares Russell 1000 ETF position peaked at $3.25M in Q1 2023.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.