Global Retirement Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.73M | Buy |
+6,668
| New | +$2.64M | 0.04% | 394 |
|
|
2025
Q4 | $2.45M | Buy |
6,549
+2,296
| +54% | +$850K | 0.04% | 379 |
|
|
2025
Q3 | $1.55M | Sell |
4,253
-52
| -1% | -$18.3K | 0.03% | 412 |
|
|
2025
Q2 | $1.46M | Buy |
+4,305
| New | +$1.35M | 0.04% | 405 |
|
|
2024
Q4 | $1.08M | Buy |
3,347
+378
| +13% | +$122K | 0.03% | 433 |
|
|
2024
Q3 | $934K | Buy |
2,969
+75
| +3% | +$22.7K | 0.03% | 459 |
|
|
2024
Q2 | $861K | Buy |
2,894
+156
| +6% | +$44.8K | 0.03% | 455 |
|
|
2024
Q1 | $789K | Sell |
2,738
-18
| -0.7% | -$4.93K | 0.03% | 411 |
|
|
2023
Q4 | $721K | Sell |
2,756
-140
| -5% | -$34.3K | 0.03% | 409 |
|
|
2023
Q3 | $676K | Buy |
2,896
+51
| +2% | +$12.5K | 0.03% | 374 |
|
|
2023
Q2 | $694K | Sell |
2,845
-211
| -7% | -$48.6K | 0.03% | 386 |
|
|
2023
Q1 | $684K | Sell |
3,056
-830
| -21% | -$183K | 0.04% | 376 |
|
|
2022
Q4 | $818K | Buy |
3,886
+562
| +17% | +$119K | 0.06% | 284 |
|
|
2022
Q3 | $708K | Sell |
3,324
-329
| -9% | -$72.1K | 0.05% | 307 |
|
|
2022
Q2 | $759K | Hold |
3,653
| – | – | 0.06% | 287 |
|
|
2022
Q1 | $791K | Buy |
+3,653
| New | +$902K | 0.06% | 285 |
|
|
2021
Q4 | – | Sell |
-2,990
| Closed | -$723K | – | 1030 |
|
|
2021
Q3 | $723K | Buy |
2,990
+475
| +19% | +$118K | 0.07% | 234 |
|
|
2021
Q2 | $609K | Buy |
2,515
+152
| +6% | +$35.8K | 0.06% | 256 |
|
|
2021
Q1 | $529K | Hold |
2,363
| – | – | 0.06% | 251 |
|
|
2020
Q4 | $501K | Buy |
2,363
+108
| +5% | +$21.6K | 0.06% | 241 |
|
|
2020
Q3 | $422K | Buy |
2,255
+472
| +26% | +$87.2K | 0.06% | 248 |
|
|
2020
Q2 | $306K | Buy |
1,783
+130
| +8% | +$21K | 0.05% | 292 |
|
|
2020
Q1 | $234K | Buy |
1,653
+20
| +1% | +$3.38K | 0.04% | 292 |
|
|
2019
Q4 | $291K | Sell |
1,633
-111
| -6% | -$18.9K | 0.04% | 311 |
|
|
2019
Q3 | $287K | Sell |
1,744
-1,989
| -53% | -$326K | 0.05% | 303 |
|
|
2019
Q2 | $608K | Buy |
3,733
+71
| +2% | +$11.4K | 0.12% | 160 |
|
|
2019
Q1 | $576K | Sell |
3,662
-865
| -19% | -$131K | 0.14% | 134 |
|
|
2018
Q4 | $628K | Buy |
4,527
+2,718
| +150% | +$407K | 0.16% | 126 |
|
|
2018
Q3 | $293K | Sell |
1,809
-184
| -9% | -$29.2K | 0.07% | 239 |
|
|
2018
Q2 | $303K | Buy |
1,993
+135
| +7% | +$20.3K | 0.08% | 230 |
|
|
2018
Q1 | $273K | Buy |
1,858
+350
| +23% | +$53.2K | 0.08% | 239 |
|
|
2017
Q4 | $224K | Sell |
1,508
-189
| -11% | -$27.4K | 0.06% | 246 |
|
|
2017
Q3 | $237K | Buy |
1,697
+357
| +27% | +$49K | 0.1% | 204 |
|
|
2017
Q2 | $181K | Buy |
1,340
+150
| +13% | +$20K | 0.09% | 215 |
|
|
2017
Q1 | $156K | Sell |
1,190
-253
| -18% | -$32.8K | 0.09% | 215 |
|
|
2016
Q4 | $180K | Buy |
+1,443
| New | +$176K | 0.12% | 157 |
|
Other funds holding IWB
Global Retirement Partners's IWB Position: Q2 2026 in Review
Global Retirement Partners opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 6,668 shares worth $2.73M. The stake represents 0.04% of the portfolio and ranks #394 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IWB as recently as Q4 2025.
Global Retirement Partners first reported a position in IWB in Q4 2016 and has held it in 36 quarters since. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- Global Retirement Partners held 6,668 shares of iShares Russell 1000 ETF worth $2.73M as of Q2 2026.
- iShares Russell 1000 ETF was a new Global Retirement Partners position in Q2 2026.
- iShares Russell 1000 ETF made up 0.04% of Global Retirement Partners's portfolio in Q2 2026, its #394 holding.
- Global Retirement Partners first reported a position in iShares Russell 1000 ETF in Q4 2016 and has held it in 36 quarters since.
- 1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.