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

Gilliland Jeter 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 Q2	$885K	Buy	2,162 +56	+3%	+$22.2K	0.23%	89
2026 Q1	$751K	Buy	2,106 +957	+83%	+$357K	0.22%	87
2025 Q4	$429K	Sell	1,149 -16	-1%	-$5.93K	0.13%	125
2025 Q3	$426K	Sell	1,165 -5	-0.4%	-$1.76K	0.13%	121
2025 Q2	$397K	Sell	1,170 -4	-0.3%	-$1.26K	0.13%	123
2025 Q1	$360K	Buy	1,174 +70	+6%	+$22.6K	0.13%	124
2024 Q4	$356K	Hold	1,104	–	–	0.12%	131
2024 Q3	$347K	Hold	1,104	–	–	0.11%	136
2024 Q2	$328K	Buy	1,104 +4	+0.4%	+$1.15K	0.11%	134
2024 Q1	$317K	Hold	1,100	–	–	0.11%	136
2023 Q4	$288K	Buy	+1,100	New	+$269K	0.12%	133

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 22.9% 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

Gilliland Jeter Wealth Management's IWB Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 2.7% in Q2 2026, buying an estimated $22.2K and bringing the position to 2,162 shares worth $885K. The position accounts for 0.23% of the portfolio, ranked #89.

Gilliland Jeter Wealth Management first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Gilliland Jeter Wealth Management held 2,162 shares of iShares Russell 1000 ETF worth $885K as of Q2 2026.
Gilliland Jeter Wealth Management bought 56 iShares Russell 1000 ETF shares in Q2 2026, an estimated $22.2K.
iShares Russell 1000 ETF made up 0.23% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #89 holding.
Gilliland Jeter Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.