Generation Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Generation Capital 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 Q1	$424K	Hold	1,190	–	–	0.31%	53
2025 Q4	$444K	Hold	1,190	–	–	0.29%	60
2025 Q3	$435K	Hold	1,190	–	–	0.32%	58
2025 Q2	$404K	Hold	1,190	–	–	0.32%	59
2025 Q1	$365K	Hold	1,190	–	–	0.33%	54
2024 Q4	$383K	Buy	+1,190	New	+$385K	0.33%	55

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Generation Capital Management's IWB Position: Q1 2026 in Review

Generation Capital Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,190 shares worth $424K. The position accounts for 0.31% of the portfolio, ranked #53.

Generation Capital Management first reported a position in IWB in Q4 2024 and has held it in 6 quarters since. The position peaked at $444K in Q4 2025. 1,469 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Generation Capital Management held 1,190 shares of iShares Russell 1000 ETF worth $424K as of Q1 2026.
Generation Capital Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.31% of Generation Capital Management's portfolio in Q1 2026, its #53 holding.
Generation Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 6 quarters since.
Generation Capital Management's iShares Russell 1000 ETF position peaked at $444K in Q4 2025.
1,469 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Generation Capital Management's 13F filing for Q1 2026, filed 8 May 2026.