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 Q2	$94.6K	Sell	231 -16	-6%	-$6.34K	﹤0.01%	838
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GeoWealth Management's IWB Position: Q2 2026 in Review

GeoWealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 6.5% in Q2 2026, selling an estimated $6.34K and leaving 231 shares worth $94.6K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

GeoWealth Management first reported a position in IWB in Q2 2024 and has held it in 7 quarters since. The position peaked at $291K in Q2 2024. 1,555 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

GeoWealth Management held 231 shares of iShares Russell 1000 ETF worth $94.6K as of Q2 2026.
GeoWealth Management sold 16 iShares Russell 1000 ETF shares in Q2 2026, an estimated $6.34K.
iShares Russell 1000 ETF made up ﹤0.01% of GeoWealth Management's portfolio in Q2 2026, its #838 holding.
GeoWealth Management first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 7 quarters since.
GeoWealth Management's iShares Russell 1000 ETF position peaked at $291K in Q2 2024.
1,555 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.