GWM
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GK Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

GK 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
Q3 		$4.16K Buy
+10
New +$4.16K ﹤0.01% 1119
2026
Q2 		– Sell
-7,117
Closed -$2.47M – 252
2026
Q1 		$2.47M Buy
+7,117
New +$2.65M 2.15% 15

Other funds holding IWB

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

GK Wealth Management's IWB Position: Q3 2026 in Review

GK Wealth Management opened a new position in iShares Russell 1000 ETF (IWB) in Q3 2026: 10 shares worth $4.16K. The stake represents ﹤0.01% of the portfolio and ranks #1119 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in IWB as recently as Q1 2026.

GK Wealth Management first reported a position in IWB in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.47M in Q1 2026. 82 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • GK Wealth Management held 10 shares of iShares Russell 1000 ETF worth $4.16K as of Q3 2026.
  • iShares Russell 1000 ETF was a new GK Wealth Management position in Q3 2026.
  • iShares Russell 1000 ETF made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1119 holding.
  • GK Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2026 and has held it in 2 quarters since.
  • GK Wealth Management's iShares Russell 1000 ETF position peaked at $2.47M in Q1 2026.
  • 82 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.