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Hardy Reed’s iShares Russell 1000 ETF IWB Stock Holding History

Hardy Reed’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 		– Sell
-540
Closed -$202K – 252
2025
Q4 		$202K Buy
+540
New +$200K 0.01% 235
2024
Q3 		– Sell
-992
Closed -$295K – 249
2024
Q2 		$295K Hold
992
– – 0.03% 183
2024
Q1 		$286K Hold
992
– – 0.04% 94
2023
Q4 		$260K Hold
992
– – 0.04% 102
2023
Q3 		$233K Buy
+992
New +$243K 0.04% 90

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

Hardy Reed's IWB Position: Q1 2026 in Review

Hardy Reed sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 540 shares — an estimated $202K sold.

Hardy Reed first reported a position in IWB in Q3 2023 and held it in 5 quarters. The position peaked at $295K in Q2 2024. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Hardy Reed reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
  • Hardy Reed sold 540 iShares Russell 1000 ETF shares in Q1 2026, an estimated $202K.
  • Hardy Reed first reported a position in iShares Russell 1000 ETF in Q3 2023 and held it in 5 quarters.
  • Hardy Reed's iShares Russell 1000 ETF position peaked at $295K in Q2 2024.
  • 1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.