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 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

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

Gilliland Jeter Wealth Management's IWB Position: Q1 2026 in Review

Gilliland Jeter Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 83% in Q1 2026, buying an estimated $357K and bringing the position to 2,106 shares worth $751K. The position accounts for 0.22% of the portfolio, ranked #87.

Gilliland Jeter Wealth Management first reported a position in IWB in Q4 2023 and has held it in 10 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Gilliland Jeter Wealth Management held 2,106 shares of iShares Russell 1000 ETF worth $751K as of Q1 2026.
Gilliland Jeter Wealth Management bought 957 iShares Russell 1000 ETF shares in Q1 2026, an estimated $357K.
iShares Russell 1000 ETF made up 0.22% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #87 holding.
Gilliland Jeter Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.