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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

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
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 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. 455 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.
  • 455 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.