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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
Q3 		$588K Buy
1,414
+29
+2% +$12.1K 0.11% 56
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

LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Global Wealth Strategies & Associates's IWB Position: Q3 2026 in Review

Global Wealth Strategies & Associates increased its iShares Russell 1000 ETF (IWB) stake by 2.1% in Q3 2026, buying an estimated $12.1K and bringing the position to 1,414 shares worth $588K. The position accounts for 0.11% of the portfolio, ranked #56.

Global Wealth Strategies & Associates first reported a position in IWB in Q4 2022 and has held it in 16 quarters since. 11 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Global Wealth Strategies & Associates held 1,414 shares of iShares Russell 1000 ETF worth $588K as of Q3 2026.
  • Global Wealth Strategies & Associates bought 29 iShares Russell 1000 ETF shares in Q3 2026, an estimated $12.1K.
  • iShares Russell 1000 ETF made up 0.11% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #56 holding.
  • Global Wealth Strategies & Associates first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 16 quarters since.
  • 11 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.