GWM
IWB icon

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
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Wealth Management's IWB Position: Q2 2026 in Review

Global Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 0.21% in Q2 2026, buying an estimated $1.58K and bringing the position to 1,866 shares worth $764K. The position accounts for 0.39% of the portfolio, ranked #19.

Global Wealth Management first reported a position in IWB in Q3 2024 and has held it in 8 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Global Wealth Management held 1,866 shares of iShares Russell 1000 ETF worth $764K as of Q2 2026.
  • Global Wealth Management bought 4 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.58K.
  • iShares Russell 1000 ETF made up 0.39% of Global Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Global Wealth Management first reported a position in iShares Russell 1000 ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.