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 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

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 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

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

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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

GEM Asset Management's IWB Position: Q2 2026 in Review

GEM Asset Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 716 shares worth $293K. The position accounts for 0.12% of the portfolio, ranked #92.

GEM Asset Management first reported a position in IWB in Q1 2025 and has held it in 6 quarters since. 444 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

GEM Asset Management held 716 shares of iShares Russell 1000 ETF worth $293K as of Q2 2026.
GEM Asset Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.12% of GEM Asset Management's portfolio in Q2 2026, its #92 holding.
GEM Asset Management first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 6 quarters since.
444 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on GEM Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.