Gutierrez Wealth Advisory’s iShares Russell 1000 ETF IWB Stock Holding History

Gutierrez Wealth Advisory’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	$978K	Buy	2,389 +40	+2%	+$15.9K	0.57%	26
2026 Q1	$838K	Buy	2,349 +6	+0.3%	+$2.24K	0.52%	27
2025 Q4	$875K	Buy	2,343 +7	+0.3%	+$2.59K	0.55%	25
2025 Q3	$854K	Buy	2,336 +6	+0.3%	+$2.11K	0.55%	24
2025 Q2	$791K	Buy	+2,330	New	+$731K	0.53%	24

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

Gutierrez Wealth Advisory's IWB Position: Q2 2026 in Review

Gutierrez Wealth Advisory increased its iShares Russell 1000 ETF (IWB) stake by 1.7% in Q2 2026, buying an estimated $15.9K and bringing the position to 2,389 shares worth $978K. The position accounts for 0.57% of the portfolio, ranked #26.

Gutierrez Wealth Advisory first reported a position in IWB in Q2 2025 and has held it in 5 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Gutierrez Wealth Advisory held 2,389 shares of iShares Russell 1000 ETF worth $978K as of Q2 2026.
Gutierrez Wealth Advisory bought 40 iShares Russell 1000 ETF shares in Q2 2026, an estimated $15.9K.
iShares Russell 1000 ETF made up 0.57% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #26 holding.
Gutierrez Wealth Advisory first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 5 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.