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Gray Private Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Gray Private Wealth’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
Q2 		$34.1M Sell
83,372
-1,894
-2% -$751K 14.75% 2
2026
Q1 		$30.4M Sell
85,266
-82
-0.1% -$30.6K 15.29% 2
2025
Q4 		$31.9M Sell
85,348
-3,035
-3% -$1.12M 15.57% 2
2025
Q3 		$32.3M Sell
88,383
-1,845
-2% -$650K 16.29% 2
2025
Q2 		$30.6M Buy
90,228
+4,151
+5% +$1.3M 16.48% 2
2025
Q1 		$26.4M Sell
86,077
-1,781
-2% -$576K 15.89% 2
2024
Q4 		$28.3M Sell
87,858
-1,450
-2% -$470K 16.86% 2
2024
Q3 		$28.1M Sell
89,308
-613
-0.7% -$186K 16.78% 2
2024
Q2 		$26.8M Sell
89,921
-467
-0.5% -$134K 17.15% 2
2024
Q1 		$26M Buy
+90,388
New +$24.8M 17.14% 2

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Gray Private Wealth's IWB Position: Q2 2026 in Review

Gray Private Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 2.2% in Q2 2026, selling an estimated $751K and leaving 83,372 shares worth $34.1M. The position accounts for 14.75% of the portfolio, ranked #2.

Gray Private Wealth first reported a position in IWB in Q1 2024 and has held it in 10 quarters since. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Gray Private Wealth held 83,372 shares of iShares Russell 1000 ETF worth $34.1M as of Q2 2026.
  • Gray Private Wealth sold 1,894 iShares Russell 1000 ETF shares in Q2 2026, an estimated $751K.
  • iShares Russell 1000 ETF made up 14.75% of Gray Private Wealth's portfolio in Q2 2026, its #2 holding.
  • Gray Private Wealth first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Gray Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.