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Gotham Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Gotham Asset 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
Q1 		$45.6M Buy
127,789
+119,974
+1,535% +$44.7M 0.14% 142
2025
Q4 		$2.92M Hold
7,815
– – 0.01% 940
2025
Q3 		$2.86M Buy
7,815
+190
+2% +$66.9K 0.01% 911
2025
Q2 		$2.59M Hold
7,625
– – 0.02% 844
2025
Q1 		$2.34M Hold
7,625
– – 0.02% 750
2024
Q4 		$2.46M Buy
+7,625
New +$2.47M 0.02% 668

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Gotham Asset Management's IWB Position: Q1 2026 in Review

Gotham Asset Management increased its iShares Russell 1000 ETF (IWB) stake by 1,535% in Q1 2026, buying an estimated $44.7M and bringing the position to 127,789 shares worth $45.6M. The position accounts for 0.14% of the portfolio, ranked #142.

Gotham Asset Management first reported a position in IWB in Q4 2024 and has held it in 6 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Gotham Asset Management held 127,789 shares of iShares Russell 1000 ETF worth $45.6M as of Q1 2026.
  • Gotham Asset Management bought 119,974 iShares Russell 1000 ETF shares in Q1 2026, an estimated $44.7M.
  • iShares Russell 1000 ETF made up 0.14% of Gotham Asset Management's portfolio in Q1 2026, its #142 holding.
  • Gotham Asset Management first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.