Gibbs Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Gibbs Wealth 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	$437K	Buy	1,226 +273	+29%	+$102K	0.06%	331
2025 Q4	$363K	Hold	953	–	–	0.09%	247
2025 Q3	$348K	Sell	953 -37	-4%	-$13K	0.08%	253
2025 Q2	$336K	Sell	990 -233	-19%	-$73.1K	0.06%	273
2025 Q1	$375K	Sell	1,223 -24	-2%	-$7.76K	0.09%	219
2024 Q4	$402K	Buy	1,247 +27	+2%	+$8.75K	0.11%	196
2024 Q3	$384K	Buy	1,220 +60	+5%	+$18.2K	0.12%	186
2024 Q2	$345K	Hold	1,160	–	–	0.14%	166
2024 Q1	$334K	Buy	+1,160	New	+$318K	0.19%	125

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 $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Gibbs Wealth Management's IWB Position: Q1 2026 in Review

Gibbs Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 29% in Q1 2026, buying an estimated $102K and bringing the position to 1,226 shares worth $437K. The position accounts for 0.06% of the portfolio, ranked #331.

Gibbs Wealth Management first reported a position in IWB in Q1 2024 and has held it in 9 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Gibbs Wealth Management held 1,226 shares of iShares Russell 1000 ETF worth $437K as of Q1 2026.
Gibbs Wealth Management bought 273 iShares Russell 1000 ETF shares in Q1 2026, an estimated $102K.
iShares Russell 1000 ETF made up 0.06% of Gibbs Wealth Management's portfolio in Q1 2026, its #331 holding.
Gibbs Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 9 quarters since.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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