GC Wealth Management RIA’s iShares Russell 1000 ETF IWB Stock Holding History

GC Wealth Management RIA’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	$10.2M	Buy	24,847 +1,204	+5%	+$477K	0.59%	32
2026 Q1	$8.43M	Sell	23,643 -2,575	-10%	-$960K	0.35%	43
2025 Q4	$9.79M	Hold	26,218	–	–	0.36%	36
2025 Q3	$9.58M	Buy	+26,218	New	+$9.23M	0.32%	47

Other funds holding IWB

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

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

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

GC Wealth Management RIA's IWB Position: Q2 2026 in Review

GC Wealth Management RIA increased its iShares Russell 1000 ETF (IWB) stake by 5.1% in Q2 2026, buying an estimated $477K and bringing the position to 24,847 shares worth $10.2M. The position accounts for 0.59% of the portfolio, ranked #32.

GC Wealth Management RIA first reported a position in IWB in Q3 2025 and has held it in 4 quarters since. 511 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

GC Wealth Management RIA held 24,847 shares of iShares Russell 1000 ETF worth $10.2M as of Q2 2026.
GC Wealth Management RIA bought 1,204 iShares Russell 1000 ETF shares in Q2 2026, an estimated $477K.
iShares Russell 1000 ETF made up 0.59% of GC Wealth Management RIA's portfolio in Q2 2026, its #32 holding.
GC Wealth Management RIA first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 4 quarters since.
511 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.