Gemmer Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.91M | Hold |
7,099
| – | – | 0.2% | 53 |
|
|
2026
Q1 | $2.53M | Buy |
7,099
+1
| +0% | +$373 | 0.2% | 55 |
|
|
2025
Q4 | $2.65M | Hold |
7,098
| – | – | 0.2% | 56 |
|
|
2025
Q3 | $2.59M | Hold |
7,098
| – | – | 0.21% | 55 |
|
|
2025
Q2 | $2.41M | Sell |
7,098
-402
| -5% | -$126K | 0.21% | 52 |
|
|
2025
Q1 | $2.3M | Sell |
7,500
-31
| -0.4% | -$10K | 0.23% | 51 |
|
|
2024
Q4 | $2.43M | Sell |
7,531
-47
| -0.6% | -$15.2K | 0.24% | 52 |
|
|
2024
Q3 | $2.38M | Buy |
7,578
+565
| +8% | +$171K | 0.24% | 53 |
|
|
2024
Q2 | $2.09M | Sell |
7,013
-66
| -0.9% | -$18.9K | 0.22% | 50 |
|
|
2024
Q1 | $2.04M | Sell |
7,079
-122
| -2% | -$33.4K | 0.24% | 47 |
|
|
2023
Q4 | $1.89M | Sell |
7,201
-160
| -2% | -$39.2K | 0.23% | 46 |
|
|
2023
Q3 | $1.73M | Buy |
7,361
+1
| +0% | +$245 | 0.23% | 45 |
|
|
2023
Q2 | $1.79M | Buy |
7,360
+4
| +0.1% | +$921 | 0.24% | 42 |
|
|
2023
Q1 | $1.66M | Buy |
7,356
+6
| +0.1% | +$1.32K | 0.24% | 42 |
|
|
2022
Q4 | $1.55M | Buy |
7,350
+15
| +0.2% | +$3.17K | 0.24% | 42 |
|
|
2022
Q3 | $1.45M | Sell |
7,335
-98
| -1% | -$21.5K | 0.24% | 48 |
|
|
2022
Q2 | $1.54M | Buy |
7,433
+6
| +0.1% | +$1.36K | 0.24% | 45 |
|
|
2022
Q1 | $1.86M | Buy |
7,427
+5
| +0.1% | +$1.24K | 0.23% | 48 |
|
|
2021
Q4 | $1.96M | Buy |
7,422
+11
| +0.1% | +$2.83K | 0.23% | 46 |
|
|
2021
Q3 | $1.79M | Hold |
7,411
| – | – | 0.25% | 41 |
|
|
2021
Q2 | $1.79M | Buy |
7,411
+10
| +0.1% | +$2.36K | 0.25% | 46 |
|
|
2021
Q1 | $1.66M | Hold |
7,401
| – | – | 0.26% | 46 |
|
|
2020
Q4 | $1.57M | Buy |
7,401
+6
| +0.1% | +$1.2K | 0.26% | 45 |
|
|
2020
Q3 | $1.38M | Buy |
7,395
+7
| +0.1% | +$1.29K | 0.26% | 43 |
|
|
2020
Q2 | $1.27M | Buy |
7,388
+15
| +0.2% | +$2.43K | 0.27% | 42 |
|
|
2020
Q1 | $1.04M | Hold |
7,373
| – | – | 0.28% | 42 |
|
|
2019
Q4 | $1.31M | Buy |
7,373
+15
| +0.2% | +$2.56K | 0.3% | 39 |
|
|
2019
Q3 | $1.21M | Hold |
7,358
| – | – | 0.3% | 40 |
|
|
2019
Q2 | $1.2M | Sell |
7,358
-741
| -9% | -$119K | 0.32% | 34 |
|
|
2019
Q1 | $1.27M | Buy |
8,099
+695
| +9% | +$105K | 0.35% | 36 |
|
|
2018
Q4 | $1.03M | Buy |
7,404
+380
| +5% | +$56.8K | 0.32% | 38 |
|
|
2018
Q3 | $1.14M | Buy |
7,024
+1,420
| +25% | +$225K | 0.35% | 39 |
|
|
2018
Q2 | $852K | Hold |
5,604
| – | – | 0.29% | 46 |
|
|
2018
Q1 | $823K | Buy |
+5,604
| New | +$851K | 0.28% | 49 |
|
|
2014
Q3 | – | Sell |
-6,100
| Closed | -$672K | – | 1450 |
|
|
2014
Q2 | $672K | Buy |
6,100
+2
| +0% | +$213 | 0.45% | 38 |
|
|
2014
Q1 | $639K | Buy |
+6,098
| New | +$627K | 0.46% | 33 |
|
Other funds holding IWB
Gemmer Asset Management's IWB Position: Q2 2026 in Review
Gemmer Asset Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 7,099 shares worth $2.91M. The position accounts for 0.2% of the portfolio, ranked #53.
Gemmer Asset Management first reported a position in IWB in Q1 2014 and has held it in 36 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- Gemmer Asset Management held 7,099 shares of iShares Russell 1000 ETF worth $2.91M as of Q2 2026.
- Gemmer Asset Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
- iShares Russell 1000 ETF made up 0.2% of Gemmer Asset Management's portfolio in Q2 2026, its #53 holding.
- Gemmer Asset Management first reported a position in iShares Russell 1000 ETF in Q1 2014 and has held it in 36 quarters since.
- 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on Gemmer Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.