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

Gould 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	$230K	Hold	644	–	–	0.04%	163
2025 Q4	$240K	Hold	644	–	–	0.04%	158
2025 Q3	$235K	Hold	644	–	–	0.04%	156
2025 Q2	$219K	Buy	+644	New	+$202K	0.04%	161
2025 Q1	–	Sell	-644	Closed	-$207K	–	165
2024 Q4	$207K	Hold	644	–	–	0.04%	155
2024 Q3	$202K	Sell	644 -50	-7%	-$15.1K	0.04%	160
2024 Q2	$206K	Buy	+694	New	+$199K	0.05%	157
2023 Q1	–	Sell	-1,189	Closed	-$250K	–	158
2022 Q4	$250K	Buy	+1,189	New	+$252K	0.08%	127
2022 Q3	–	Sell	-41,158	Closed	-$8.55M	–	138
2022 Q2	$8.55M	Buy	+41,158	New	+$9.3M	2.75%	9

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

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

Gould Asset Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 644 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #163.

Gould Asset Management first reported a position in IWB in Q2 2022 and has held it in 9 quarters since. The position peaked at $8.55M in Q2 2022. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Gould Asset Management held 644 shares of iShares Russell 1000 ETF worth $230K as of Q1 2026.
Gould Asset Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.04% of Gould Asset Management's portfolio in Q1 2026, its #163 holding.
Gould Asset Management first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 9 quarters since.
Gould Asset Management's iShares Russell 1000 ETF position peaked at $8.55M in Q2 2022.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.