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GeoWealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

GeoWealth 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 		$88.1K Buy
+247
New +$92K ﹤0.01% 800
2025
Q3 		– Sell
-333
Closed -$113K – 995
2025
Q2 		$113K Buy
333
+54
+19% +$17K ﹤0.01% 786
2025
Q1 		$85.6K Buy
279
+8
+3% +$2.59K ﹤0.01% 816
2024
Q4 		$87.3K Buy
271
+54
+25% +$17.5K ﹤0.01% 1007
2024
Q3 		$68.3K Sell
217
-762
-78% -$231K ﹤0.01% 985
2024
Q2 		$291K Buy
+979
New +$281K 0.01% 590

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

GeoWealth Management's IWB Position: Q1 2026 in Review

GeoWealth Management opened a new position in iShares Russell 1000 ETF (IWB) in Q1 2026: 247 shares worth $88.1K. The stake represents ﹤0.01% of the portfolio and ranks #800 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in IWB as recently as Q2 2025.

GeoWealth Management first reported a position in IWB in Q2 2024 and has held it in 6 quarters since. The position peaked at $291K in Q2 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • GeoWealth Management held 247 shares of iShares Russell 1000 ETF worth $88.1K as of Q1 2026.
  • iShares Russell 1000 ETF was a new GeoWealth Management position in Q1 2026.
  • iShares Russell 1000 ETF made up ﹤0.01% of GeoWealth Management's portfolio in Q1 2026, its #800 holding.
  • GeoWealth Management first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 6 quarters since.
  • GeoWealth Management's iShares Russell 1000 ETF position peaked at $291K in Q2 2024.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.