Hantz Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History

Hantz Financial Services’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	$157K	Sell	440 -338	-43%	-$126K	﹤0.01%	1091
2025 Q4	$291K	Buy	778 +512	+192%	+$190K	﹤0.01%	726
2025 Q3	$97K	Sell	266 -116	-30%	-$40.9K	﹤0.01%	977
2025 Q2	$130K	Sell	382 -21	-5%	-$6.59K	﹤0.01%	700
2025 Q1	$124K	Buy	403 +143	+55%	+$46.2K	﹤0.01%	603
2024 Q4	$84K	Hold	260	–	–	﹤0.01%	623
2024 Q3	$82K	Hold	260	–	–	﹤0.01%	620
2024 Q2	$77K	Hold	260	–	–	﹤0.01%	628
2024 Q1	$75K	Hold	260	–	–	﹤0.01%	632
2023 Q4	$68K	Hold	260	–	–	﹤0.01%	629
2023 Q3	$61K	Hold	260	–	–	﹤0.01%	618
2023 Q2	$63K	Hold	260	–	–	﹤0.01%	602
2023 Q1	$59K	Buy	+260	New	+$57.2K	﹤0.01%	607

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Hantz Financial Services's IWB Position: Q1 2026 in Review

Hantz Financial Services reduced its iShares Russell 1000 ETF (IWB) stake by 43% in Q1 2026, selling an estimated $126K and leaving 440 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Hantz Financial Services first reported a position in IWB in Q1 2023 and has held it in 13 quarters since. The position peaked at $291K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Hantz Financial Services held 440 shares of iShares Russell 1000 ETF worth $157K as of Q1 2026.
Hantz Financial Services sold 338 iShares Russell 1000 ETF shares in Q1 2026, an estimated $126K.
iShares Russell 1000 ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q1 2026, its #1091 holding.
Hantz Financial Services first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 13 quarters since.
Hantz Financial Services's iShares Russell 1000 ETF position peaked at $291K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.