GM Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History

GM Advisory Group’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 Q1	$20.5M	Sell	57,402 -477	-0.8%	-$178K	0.79%	30
2025 Q4	$21.6M	Buy	57,879 +44,897	+346%	+$16.6M	0.85%	28
2025 Q3	$4.74M	Buy	12,982 +1,034	+9%	+$364K	0.2%	60
2025 Q2	$4.06M	Buy	11,948 +30	+0.3%	+$9.42K	0.2%	60
2025 Q1	$3.66M	Buy	11,918 +32	+0.3%	+$10.3K	0.2%	59
2024 Q4	$3.83M	Buy	11,886 +37	+0.3%	+$12K	0.21%	58
2024 Q3	$3.73M	Buy	11,849 +41	+0.3%	+$12.4K	0.22%	57
2024 Q2	$3.51M	Buy	11,808 +22	+0.2%	+$6.32K	0.23%	55
2024 Q1	$3.39M	Buy	11,786 +700	+6%	+$192K	0.24%	50
2023 Q4	$2.91M	Sell	11,086 -571	-5%	-$140K	0.22%	50
2023 Q3	$2.74M	Hold	11,657	–	–	0.22%	44
2023 Q2	$2.84M	Buy	11,657 +31	+0.3%	+$7.14K	0.24%	42
2023 Q1	$2.62M	Buy	+11,626	New	+$2.56M	0.24%	44
2022 Q1	–	Sell	-1,278	Closed	-$338K	–	209
2021 Q4	$338K	Buy	+1,278	New	+$329K	0.03%	154
2015 Q3	–	Sell	-70,581	Closed	-$8.19M	–	40
2015 Q2	$8.19M	Sell	70,581 -2,399	-3%	-$283K	3.23%	13
2015 Q1	$8.46M	Sell	72,980 -100,788	-58%	-$11.6M	3.42%	12
2014 Q4	$19.9M	Buy	+173,768	New	+$19.5M	10.74%	1

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

GM Advisory Group's IWB Position: Q1 2026 in Review

GM Advisory Group reduced its iShares Russell 1000 ETF (IWB) stake by 0.82% in Q1 2026, selling an estimated $178K and leaving 57,402 shares worth $20.5M. The position accounts for 0.79% of the portfolio, ranked #30.

GM Advisory Group first reported a position in IWB in Q4 2014 and has held it in 17 quarters since. The position peaked at $21.6M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

GM Advisory Group held 57,402 shares of iShares Russell 1000 ETF worth $20.5M as of Q1 2026.
GM Advisory Group sold 477 iShares Russell 1000 ETF shares in Q1 2026, an estimated $178K.
iShares Russell 1000 ETF made up 0.79% of GM Advisory Group's portfolio in Q1 2026, its #30 holding.
GM Advisory Group first reported a position in iShares Russell 1000 ETF in Q4 2014 and has held it in 17 quarters since.
GM Advisory Group's iShares Russell 1000 ETF position peaked at $21.6M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.