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

Global 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	$778K	Buy	1,870 +4	+0.2%	+$1.66K	0.42%	22
2026 Q2	$764K	Buy	1,866 +4	+0.2%	+$1.58K	0.39%	19
2026 Q1	$664K	Buy	1,862 +5	+0.3%	+$1.86K	0.36%	23
2025 Q4	$694K	Buy	1,857 +5	+0.3%	+$1.85K	0.37%	21
2025 Q3	$677K	Buy	1,852 +5	+0.3%	+$1.76K	0.36%	23
2025 Q2	$634K	Buy	1,847 +5	+0.3%	+$1.57K	0.35%	21
2025 Q1	$565K	Buy	1,842 +5	+0.3%	+$1.62K	0.33%	21
2024 Q4	$592K	Buy	1,837 +5	+0.3%	+$1.62K	0.38%	21
2024 Q3	$576K	Buy	+1,832	New	+$555K	0.39%	18

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

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

Global Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 0.21% in Q3 2026, buying an estimated $1.66K and bringing the position to 1,870 shares worth $778K. The position accounts for 0.42% of the portfolio, ranked #22.

Global Wealth Management first reported a position in IWB in Q3 2024 and has held it in 9 quarters since. 1,095 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Global Wealth Management held 1,870 shares of iShares Russell 1000 ETF worth $778K as of Q3 2026.
Global Wealth Management bought 4 iShares Russell 1000 ETF shares in Q3 2026, an estimated $1.66K.
iShares Russell 1000 ETF made up 0.42% of Global Wealth Management's portfolio in Q3 2026, its #22 holding.
Global Wealth Management first reported a position in iShares Russell 1000 ETF in Q3 2024 and has held it in 9 quarters since.
1,095 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Global Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.