GEM Asset Management
IWB icon

GEM Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

GEM Asset 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
Q3 		$298K Hold
716
– – 0.12% 93
2026
Q2 		$293K Hold
716
– – 0.12% 92
2026
Q1 		$255K Hold
716
– – 0.11% 91
2025
Q4 		$271K Hold
716
– – 0.12% 91
2025
Q3 		$263K Hold
716
– – 0.12% 86
2025
Q2 		$244K Hold
716
– – 0.13% 87
2025
Q1 		$220K Buy
+716
New +$232K 0.12% 85

Other funds holding IWB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

GEM Asset Management's IWB Position: Q3 2026 in Review

GEM Asset Management held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 716 shares worth $298K. The position accounts for 0.12% of the portfolio, ranked #93.

GEM Asset Management first reported a position in IWB in Q1 2025 and has held it in 7 quarters since. 955 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • GEM Asset Management held 716 shares of iShares Russell 1000 ETF worth $298K as of Q3 2026.
  • GEM Asset Management left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 ETF made up 0.12% of GEM Asset Management's portfolio in Q3 2026, its #93 holding.
  • GEM Asset Management first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 7 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on GEM Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.