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GHP Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

GHP Investment Advisors’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 		$3.54M Buy
8,654
+1
+0% +$396 0.13% 189
2026
Q1 		$3.09M Sell
8,653
-139
-2% -$51.8K 0.13% 190
2025
Q4 		$3.28M Sell
8,792
-24
-0.3% -$8.89K 0.14% 184
2025
Q3 		$3.22M Sell
8,816
-25
-0.3% -$8.81K 0.14% 180
2025
Q2 		$3M Sell
8,841
-31
-0.3% -$9.73K 0.13% 187
2025
Q1 		$2.72M Sell
8,872
-660
-7% -$213K 0.13% 196
2024
Q4 		$3.07M Buy
9,532
+3
+0% +$972 0.14% 193
2024
Q3 		$3M Sell
9,529
-148
-2% -$44.8K 0.14% 195
2024
Q2 		$2.88M Sell
9,677
-134
-1% -$38.5K 0.14% 191
2024
Q1 		$2.83M Buy
9,811
+4
+0% +$1.1K 0.14% 200
2023
Q4 		$2.57M Buy
9,807
+14
+0.1% +$3.43K 0.14% 200
2023
Q3 		$2.32M Sell
9,793
-176
-2% -$43.1K 0.14% 200
2023
Q2 		$2.44M Sell
9,969
-222
-2% -$51.1K 0.14% 203
2023
Q1 		$2.3M Sell
10,191
-134
-1% -$29.5K 0.15% 205
2022
Q4 		$2.17M Sell
10,325
-11
-0.1% -$2.33K 0.15% 200
2022
Q3 		$2.04M Sell
10,336
-869
-8% -$191K 0.16% 199
2022
Q2 		$2.33M Buy
11,205
+526
+5% +$119K 0.17% 189
2022
Q1 		$2.67M Sell
10,679
-963
-8% -$238K 0.18% 181
2021
Q4 		$3.08M Buy
11,642
+52
+0.4% +$13.4K 0.22% 149
2021
Q3 		$2.8M Buy
11,590
+127
+1% +$31.6K 0.22% 152
2021
Q2 		$2.77M Sell
11,463
-90
-0.8% -$21.2K 0.22% 146
2021
Q1 		$2.59M Buy
11,553
+227
+2% +$49.7K 0.22% 142
2020
Q4 		$2.4M Buy
11,326
+54
+0.5% +$10.8K 0.23% 136
2020
Q3 		$2.11M Sell
11,272
-193
-2% -$35.6K 0.24% 132
2020
Q2 		$1.97M Buy
11,465
+35
+0.3% +$5.66K 0.24% 130
2020
Q1 		$1.62M Sell
11,430
-307
-3% -$51.9K 0.24% 126
2019
Q4 		$2.09M Sell
11,737
-135
-1% -$23K 0.22% 137
2019
Q3 		$1.95M Sell
11,872
-150
-1% -$24.6K 0.24% 131
2019
Q2 		$1.96M Sell
12,022
-121
-1% -$19.4K 0.24% 130
2019
Q1 		$1.91M Buy
12,143
+215
+2% +$32.5K 0.25% 133
2018
Q4 		$1.65M Buy
11,928
+16
+0.1% +$2.39K 0.25% 133
2018
Q3 		$1.93M Sell
11,912
-304
-2% -$48.3K 0.26% 122
2018
Q2 		$1.86M Sell
12,216
-4,180
-25% -$630K 0.26% 117
2018
Q1 		$2.41M Sell
16,396
-382
-2% -$58K 0.34% 95
2017
Q4 		$2.49M Sell
16,778
-315
-2% -$45.6K 0.35% 89
2017
Q3 		$2.39M Sell
17,093
-472
-3% -$64.8K 0.36% 87
2017
Q2 		$2.38M Sell
17,565
-997
-5% -$133K 0.38% 83
2017
Q1 		$2.44M Sell
18,562
-66
-0.4% -$8.55K 0.42% 72
2016
Q4 		$2.32M Buy
18,628
+50
+0.3% +$6.08K 0.43% 69
2016
Q3 		$2.24M Sell
18,578
-340
-2% -$40.9K 0.46% 64
2016
Q2 		$2.21M Hold
18,918
– – 0.48% 59
2016
Q1 		$2.16M Sell
18,918
-80
-0.4% -$8.65K 0.49% 52
2015
Q4 		$2.15M Sell
18,998
-178
-0.9% -$20.4K 0.52% 49
2015
Q3 		$2.05M Sell
19,176
-729
-4% -$82.8K 0.53% 47
2015
Q2 		$2.31M Sell
19,905
-801
-4% -$94.5K 0.57% 40
2015
Q1 		$2.4M Sell
20,706
-218
-1% -$25.2K 0.63% 31
2014
Q4 		$2.4M Sell
20,924
-265
-1% -$29.7K 0.66% 32
2014
Q3 		$2.33M Buy
21,189
+46
+0.2% +$5.08K 0.69% 28
2014
Q2 		$2.33M Buy
21,143
+20
+0.1% +$2.13K 0.69% 26
2014
Q1 		$2.21M Buy
21,123
+95
+0.5% +$9.77K 0.71% 24
2013
Q4 		$2.17M Buy
21,028
+23
+0.1% +$2.27K 0.72% 22
2013
Q3 		$1.98M Buy
21,005
+12
+0.1% +$1.12K 0.72% 23
2013
Q2 		$1.89M Buy
+20,993
New +$1.88M 0.75% 24

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

GHP Investment Advisors's IWB Position: Q2 2026 in Review

GHP Investment Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.01% in Q2 2026, buying an estimated $396 and bringing the position to 8,654 shares worth $3.54M. The position accounts for 0.13% of the portfolio, ranked #189.

GHP Investment Advisors first reported a position in IWB in Q2 2013 and has held it in 53 quarters since. 476 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • GHP Investment Advisors held 8,654 shares of iShares Russell 1000 ETF worth $3.54M as of Q2 2026.
  • GHP Investment Advisors bought 1 iShares Russell 1000 ETF share in Q2 2026, an estimated $396.
  • iShares Russell 1000 ETF made up 0.13% of GHP Investment Advisors's portfolio in Q2 2026, its #189 holding.
  • GHP Investment Advisors first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 53 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.