Gilbert Capital Group’s iShares Russell 1000 ETF IWB Stock Holding History

Gilbert Capital 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	$711K	Sell	1,736 -17	-1%	-$6.74K	0.5%	37
2026 Q1	$625K	Sell	1,753 -2	-0.1%	-$745	0.48%	35
2025 Q4	$655K	Sell	1,755 -182	-9%	-$67.4K	0.49%	35
2025 Q3	$708K	Sell	1,937 -25	-1%	-$8.81K	0.55%	33
2025 Q2	$666K	Buy	+1,962	New	+$616K	0.55%	33

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

Gilbert Capital Group's IWB Position: Q2 2026 in Review

Gilbert Capital Group reduced its iShares Russell 1000 ETF (IWB) stake by 0.97% in Q2 2026, selling an estimated $6.74K and leaving 1,736 shares worth $711K. The position accounts for 0.5% of the portfolio, ranked #37.

Gilbert Capital Group first reported a position in IWB in Q2 2025 and has held it in 5 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Gilbert Capital Group held 1,736 shares of iShares Russell 1000 ETF worth $711K as of Q2 2026.
Gilbert Capital Group sold 17 iShares Russell 1000 ETF shares in Q2 2026, an estimated $6.74K.
iShares Russell 1000 ETF made up 0.5% of Gilbert Capital Group's portfolio in Q2 2026, its #37 holding.
Gilbert Capital Group first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 5 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.