Gryphon Financial Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Gryphon Financial Partners’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	$2.93M	Hold	7,159	–	–	0.26%	64
2026 Q1	$2.55M	Buy	7,159 +176	+3%	+$65.6K	0.26%	61
2025 Q4	$2.61M	Sell	6,983 -155	-2%	-$57.4K	0.28%	52
2025 Q3	$2.61M	Sell	7,138 -110	-2%	-$38.7K	0.3%	51
2025 Q2	$2.46M	Sell	7,248 -155	-2%	-$48.7K	0.32%	50
2025 Q1	$2.27M	Sell	7,403 -200	-3%	-$64.7K	0.33%	51
2024 Q4	$2.45M	Buy	7,603 +6,773	+816%	+$2.19M	0.35%	46
2024 Q3	$261K	Sell	830 -180	-18%	-$54.5K	0.04%	253
2024 Q2	$301K	Buy	1,010 +180	+22%	+$51.7K	0.05%	222
2024 Q1	$239K	Buy	+830	New	+$227K	0.04%	233

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gryphon Financial Partners's IWB Position: Q2 2026 in Review

Gryphon Financial Partners held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 7,159 shares worth $2.93M. The position accounts for 0.26% of the portfolio, ranked #64.

Gryphon Financial Partners first reported a position in IWB in Q1 2024 and has held it in 10 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Gryphon Financial Partners held 7,159 shares of iShares Russell 1000 ETF worth $2.93M as of Q2 2026.
Gryphon Financial Partners left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.26% of Gryphon Financial Partners's portfolio in Q2 2026, its #64 holding.
Gryphon Financial Partners first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 10 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.