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H&H Retirement Design & Management’s iShares Russell 1000 ETF IWB Stock Holding History

H&H Retirement Design & 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 		$3.76M Sell
9,548
-398
-4% -$148K 1.77% 18
2025
Q4 		$3.79M Buy
9,946
+269
+3% +$99.6K 1.93% 17
2025
Q3 		$3.61M Sell
9,677
-423
-4% -$149K 1.92% 17
2025
Q2 		$3.49M Buy
10,100
+653
+7% +$205K 1.92% 17
2025
Q1 		$2.66M Buy
9,447
+60
+0.6% +$19.4K 1.77% 17
2024
Q4 		$3.1M Sell
9,387
-384
-4% -$124K 1.88% 17
2024
Q3 		$3.11M Buy
9,771
+628
+7% +$190K 1.83% 17
2024
Q2 		$2.78M Sell
9,143
-58
-0.6% -$16.7K 1.72% 17
2024
Q1 		$2.53M Sell
9,201
-1,836
-17% -$503K 1.67% 17
2023
Q4 		$3.03M Sell
11,037
-660
-6% -$162K 1.91% 17
2023
Q3 		$2.77M Sell
11,697
-250
-2% -$61.2K 1.92% 17
2023
Q2 		$2.96M Sell
11,947
-604
-5% -$139K 1.97% 18
2023
Q1 		$2.85M Buy
+12,551
New +$2.76M 1.81% 17

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

H&H Retirement Design & Management's IWB Position: Q1 2026 in Review

H&H Retirement Design & Management reduced its iShares Russell 1000 ETF (IWB) stake by 4% in Q1 2026, selling an estimated $148K and leaving 9,548 shares worth $3.76M. The position accounts for 1.77% of the portfolio, ranked #18.

H&H Retirement Design & Management first reported a position in IWB in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.79M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • H&H Retirement Design & Management held 9,548 shares of iShares Russell 1000 ETF worth $3.76M as of Q1 2026.
  • H&H Retirement Design & Management sold 398 iShares Russell 1000 ETF shares in Q1 2026, an estimated $148K.
  • iShares Russell 1000 ETF made up 1.77% of H&H Retirement Design & Management's portfolio in Q1 2026, its #18 holding.
  • H&H Retirement Design & Management first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 13 quarters since.
  • H&H Retirement Design & Management's iShares Russell 1000 ETF position peaked at $3.79M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on H&H Retirement Design & Management's 13F filing for Q1 2026, filed 4 May 2026.