GWM
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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

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 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. 444 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.
  • 444 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.