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 Q2	$29.9K	Sell	73 -45	-38%	-$17.8K	0.01%	327
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

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

Gill Capital Partners's IWB Position: Q2 2026 in Review

Gill Capital Partners reduced its iShares Russell 1000 ETF (IWB) stake by 38% in Q2 2026, selling an estimated $17.8K and leaving 73 shares worth $29.9K. The position accounts for 0.01% of the portfolio, ranked #327.

Gill Capital Partners first reported a position in IWB in Q3 2020 and has held it in 12 quarters since. The position peaked at $301K in Q4 2021. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Gill Capital Partners held 73 shares of iShares Russell 1000 ETF worth $29.9K as of Q2 2026.
Gill Capital Partners sold 45 iShares Russell 1000 ETF shares in Q2 2026, an estimated $17.8K.
iShares Russell 1000 ETF made up 0.01% of Gill Capital Partners's portfolio in Q2 2026, its #327 holding.
Gill Capital Partners first reported a position in iShares Russell 1000 ETF in Q3 2020 and has held it in 12 quarters since.
Gill Capital Partners's iShares Russell 1000 ETF position peaked at $301K in Q4 2021.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Gill Capital Partners's 13F filing for Q2 2026, filed 20 Aug 2026.