Global Assets Advisory’s iShares Russell 1000 ETF IWB Stock Holding History

Global Assets Advisory’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	–	Sell	-290	Closed	-$103K	–	444
2026 Q1	$103K	Buy	+290	New	+$108K	0.03%	299
2025 Q2	–	Sell	-957	Closed	-$280K	–	262
2025 Q1	$280K	Buy	+957	New	+$309K	0.05%	222
2024 Q2	–	Sell	-485	Closed	-$139K	–	290
2024 Q1	$139K	Buy	+485	New	+$133K	0.08%	160

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 29.2% 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

Global Assets Advisory's IWB Position: Q2 2026 in Review

Global Assets Advisory sold out of iShares Russell 1000 ETF (IWB) in Q2 2026, closing a stake of 290 shares — an estimated $103K sold.

Global Assets Advisory first reported a position in IWB in Q1 2024 and held it in 3 quarters. The position peaked at $280K in Q1 2025. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Global Assets Advisory reported no remaining iShares Russell 1000 ETF position as of Q2 2026 after selling out during the quarter.
Global Assets Advisory sold 290 iShares Russell 1000 ETF shares in Q2 2026, an estimated $103K.
Global Assets Advisory first reported a position in iShares Russell 1000 ETF in Q1 2024 and held it in 3 quarters.
Global Assets Advisory's iShares Russell 1000 ETF position peaked at $280K in Q1 2025.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.