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GPS Wealth Strategies Group’s iShares Russell 1000 ETF IWB Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		– Sell
-3,186
Closed -$1.16M – 1073
2025
Q3 		$1.16M Buy
3,186
+12
+0.4% +$4.23K 0.12% 100
2025
Q2 		$1.08M Sell
3,174
-100
-3% -$31.4K 0.12% 103
2025
Q1 		$1M Buy
3,274
+67
+2% +$21.7K 0.14% 112
2024
Q4 		$1.03M Buy
3,207
+13
+0.4% +$4.21K 0.13% 101
2024
Q3 		$1M Buy
3,194
+10
+0.3% +$3.03K 0.13% 116
2024
Q2 		$948K Sell
3,184
-14
-0.4% -$4.02K 0.14% 108
2024
Q1 		$921K Buy
3,198
+13
+0.4% +$3.56K 0.15% 106
2023
Q4 		$835K Buy
3,185
+43
+1% +$10.5K 0.15% 107
2023
Q3 		$738K Buy
3,142
+10
+0.3% +$2.45K 0.14% 116
2023
Q2 		$763K Sell
3,132
-53
-2% -$12.2K 0.14% 116
2023
Q1 		$717K Buy
+3,185
New +$701K 0.15% 114
2022
Q4 		– Sell
-2,833
Closed -$559K – 611
2022
Q3 		$559K Hold
2,833
– – 0.14% 113
2022
Q2 		$589K Buy
2,833
+7
+0.2% +$1.58K 0.15% 115
2022
Q1 		$707K Buy
2,826
+7
+0.2% +$1.73K 0.16% 88
2021
Q4 		$745K Buy
2,819
+7
+0.2% +$1.8K 0.16% 85
2021
Q3 		$680K Hold
2,812
– – 0.17% 89
2021
Q2 		$681K Buy
2,812
+6
+0.2% +$1.41K 0.17% 86
2021
Q1 		$628K Buy
2,806
+7
+0.3% +$1.53K 0.19% 83
2020
Q4 		$593K Buy
2,799
+29
+1% +$5.79K 0.21% 72
2020
Q3 		$518K Buy
+2,770
New +$512K 0.21% 77

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GPS Wealth Strategies Group's IWB Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares Russell 1000 ETF (IWB) in Q4 2025, closing a stake of 3,186 shares — an estimated $1.16M sold.

GPS Wealth Strategies Group first reported a position in IWB in Q3 2020 and held it in 20 quarters. The position peaked at $1.16M in Q3 2025. 1,495 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining iShares Russell 1000 ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 3,186 iShares Russell 1000 ETF shares in Q4 2025, an estimated $1.16M.
  • GPS Wealth Strategies Group first reported a position in iShares Russell 1000 ETF in Q3 2020 and held it in 20 quarters.
  • GPS Wealth Strategies Group's iShares Russell 1000 ETF position peaked at $1.16M in Q3 2025.
  • 1,495 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.