GG
IWB icon

GenWealth Group’s iShares Russell 1000 ETF IWB Stock Holding History

GenWealth Group’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 		$2.55M Sell
6,229
-58
-0.9% -$23K 0.4% 32
2026
Q1 		$2.24M Sell
6,287
-7
-0.1% -$2.61K 0.38% 30
2025
Q4 		$2.39M Sell
6,294
-16
-0.3% -$5.93K 0.41% 34
2025
Q3 		$2.31M Sell
6,310
-76
-1% -$26.8K 0.43% 31
2025
Q2 		$2.17M Sell
6,386
-15
-0.2% -$4.71K 0.44% 32
2025
Q1 		$1.96M Sell
6,401
-2
-0% -$647 0.43% 31
2024
Q4 		$2.06M Sell
6,403
-212
-3% -$68.7K 0.47% 33
2024
Q3 		$2.08M Sell
6,615
-29
-0.4% -$8.78K 0.48% 33
2024
Q2 		$1.98M Sell
6,644
-194
-3% -$55.7K 0.49% 33
2024
Q1 		$1.97M Sell
6,838
-127
-2% -$34.8K 0.5% 32
2023
Q4 		$1.83M Sell
6,965
-661
-9% -$162K 0.5% 33
2023
Q3 		$1.79M Sell
7,626
-21
-0.3% -$5.14K 0.54% 32
2023
Q2 		$1.86M Sell
7,647
-161
-2% -$37.1K 0.54% 33
2023
Q1 		$1.76M Sell
7,808
-107
-1% -$23.5K 0.54% 31
2022
Q4 		$1.67M Sell
7,915
-141
-2% -$29.8K 0.55% 31
2022
Q3 		$1.59M Sell
8,056
-275
-3% -$60.3K 0.54% 25
2022
Q2 		$1.73M Sell
8,331
-293
-3% -$66.2K 0.55% 22
2022
Q1 		$2.16M Sell
8,624
-241
-3% -$59.5K 0.6% 26
2021
Q4 		$2.34M Sell
8,865
-30
-0.3% -$7.72K 0.63% 27
2021
Q3 		$2.15M Sell
8,895
-110
-1% -$27.3K 0.63% 25
2021
Q2 		$2.18M Sell
9,005
-57
-0.6% -$13.4K 0.64% 25
2021
Q1 		$2.03M Sell
9,062
-2,347
-21% -$514K 0.64% 25
2020
Q4 		$2.42M Sell
11,409
-864
-7% -$172K 0.8% 25
2020
Q3 		$2.34M Sell
12,273
-327
-3% -$60.4K 0.85% 23
2020
Q2 		$2.18M Hold
12,600
– – 0.84% 25
2020
Q1 		$1.78M Sell
12,600
-1,142
-8% -$193K 0.78% 17
2019
Q4 		$2.45M Sell
13,742
-19
-0.1% -$3.24K 0.95% 25
2019
Q3 		$2.26M Hold
13,761
– – 0.94% 25
2019
Q2 		$2.27M Sell
13,761
-3,627
-21% -$581K 0.97% 23
2019
Q1 		$2.77M Sell
17,388
-633
-4% -$95.7K 1.25% 22
2018
Q4 		$2.5M Sell
18,021
-423
-2% -$63.3K 1.24% 19
2018
Q3 		$2.99M Sell
18,444
-43
-0.2% -$6.83K 1.38% 18
2018
Q2 		$2.79M Buy
18,487
+641
+4% +$96.6K 1.37% 18
2018
Q1 		$2.62M Buy
17,846
+504
+3% +$76.6K 1.35% 16
2017
Q4 		$2.73M Buy
17,342
+5,741
+49% +$831K 1.37% 20
2017
Q3 		$1.62M Buy
11,601
+662
+6% +$90.8K 0.97% 21
2017
Q2 		$1.48M Buy
+10,939
New +$1.46M 1% 16

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

GenWealth Group's IWB Position: Q2 2026 in Review

GenWealth Group reduced its iShares Russell 1000 ETF (IWB) stake by 0.92% in Q2 2026, selling an estimated $23K and leaving 6,229 shares worth $2.55M. The position accounts for 0.4% of the portfolio, ranked #32.

GenWealth Group first reported a position in IWB in Q2 2017 and has held it in 37 quarters since. The position peaked at $2.99M in Q3 2018. 746 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • GenWealth Group held 6,229 shares of iShares Russell 1000 ETF worth $2.55M as of Q2 2026.
  • GenWealth Group sold 58 iShares Russell 1000 ETF shares in Q2 2026, an estimated $23K.
  • iShares Russell 1000 ETF made up 0.4% of GenWealth Group's portfolio in Q2 2026, its #32 holding.
  • GenWealth Group first reported a position in iShares Russell 1000 ETF in Q2 2017 and has held it in 37 quarters since.
  • GenWealth Group's iShares Russell 1000 ETF position peaked at $2.99M in Q3 2018.
  • 746 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.