Gill Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Gill Capital Partners’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	$42.1K	Buy	+118	New	+$44K	0.01%	287
2023 Q1	–	Sell	-1,165	Closed	-$245K	–	133
2022 Q4	$245K	Buy	1,165 +4	+0.3%	+$847	0.12%	95
2022 Q3	$229K	Buy	1,161 +19	+2%	+$4.17K	0.12%	89
2022 Q2	$286K	Hold	1,142	–	–	0.13%	92
2022 Q1	$286K	Buy	1,142 +4	+0.4%	+$988	0.13%	92
2021 Q4	$301K	Buy	1,138 +6	+0.5%	+$1.54K	0.13%	91
2021 Q3	$274K	Buy	1,132 +4	+0.4%	+$994	0.12%	94
2021 Q2	$273K	Buy	1,128 +5	+0.4%	+$1.18K	0.13%	94
2021 Q1	$251K	Buy	1,123 +25	+2%	+$5.47K	0.13%	93
2020 Q4	$232K	Buy	1,098 +12	+1%	+$2.4K	0.14%	90
2020 Q3	$203K	Buy	+1,086	New	+$201K	0.13%	89

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

Gill Capital Partners's IWB Position: Q1 2026 in Review

Gill Capital Partners opened a new position in iShares Russell 1000 ETF (IWB) in Q1 2026: 118 shares worth $42.1K. The stake represents 0.01% of the portfolio and ranks #287 among its holdings. This is a return to the name: Gill Capital Partners previously reported a position in IWB as recently as Q4 2022.

Gill Capital Partners first reported a position in IWB in Q3 2020 and has held it in 11 quarters since. The position peaked at $301K in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Gill Capital Partners held 118 shares of iShares Russell 1000 ETF worth $42.1K as of Q1 2026.
iShares Russell 1000 ETF was a new Gill Capital Partners position in Q1 2026.
iShares Russell 1000 ETF made up 0.01% of Gill Capital Partners's portfolio in Q1 2026, its #287 holding.
Gill Capital Partners first reported a position in iShares Russell 1000 ETF in Q3 2020 and has held it in 11 quarters since.
Gill Capital Partners's iShares Russell 1000 ETF position peaked at $301K in Q4 2021.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Gill Capital Partners's 13F filing for Q1 2026, filed 13 Apr 2026.