Global Wealth Strategies & Associates’s iShares Russell 1000 ETF IWB Stock Holding History

Global Wealth Strategies & Associates’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	$567K	Buy	1,385 +58	+4%	+$23K	0.11%	49
2026 Q1	$473K	Buy	1,327 +27	+2%	+$10.1K	0.12%	47
2025 Q4	$485K	Sell	1,300 -100	-7%	-$37K	0.12%	41
2025 Q3	$512K	Hold	1,400	–	–	0.13%	44
2025 Q2	$475K	Hold	1,400	–	–	0.14%	32
2025 Q1	$429K	Hold	1,400	–	–	0.13%	32
2024 Q4	$451K	Hold	1,400	–	–	0.14%	32
2024 Q3	$440K	Hold	1,400	–	–	0.14%	27
2024 Q2	$417K	Hold	1,400	–	–	0.15%	27
2024 Q1	$403K	Hold	1,400	–	–	0.15%	29
2023 Q4	$367K	Hold	1,400	–	–	0.15%	28
2023 Q3	$329K	Hold	1,400	–	–	0.15%	35
2023 Q2	$341K	Buy	1,400 +100	+8%	+$23K	0.16%	31
2023 Q1	$293K	Hold	1,300	–	–	0.15%	32
2022 Q4	$274K	Buy	+1,300	New	+$275K	0.16%	35

Other funds holding IWB

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Global Wealth Strategies & Associates's IWB Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its iShares Russell 1000 ETF (IWB) stake by 4.4% in Q2 2026, buying an estimated $23K and bringing the position to 1,385 shares worth $567K. The position accounts for 0.11% of the portfolio, ranked #49.

Global Wealth Strategies & Associates first reported a position in IWB in Q4 2022 and has held it in 15 quarters since. 616 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Global Wealth Strategies & Associates held 1,385 shares of iShares Russell 1000 ETF worth $567K as of Q2 2026.
Global Wealth Strategies & Associates bought 58 iShares Russell 1000 ETF shares in Q2 2026, an estimated $23K.
iShares Russell 1000 ETF made up 0.11% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #49 holding.
Global Wealth Strategies & Associates first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
616 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.