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 Q2	$221K	Buy	+540	New	+$214K	0.01%	240
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

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

Hardy Reed's IWB Position: Q2 2026 in Review

Hardy Reed opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 540 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #240 among its holdings. This is a return to the name: Hardy Reed previously reported a position in IWB as recently as Q4 2025.

Hardy Reed first reported a position in IWB in Q3 2023 and has held it in 6 quarters since. The position peaked at $295K in Q2 2024. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Hardy Reed held 540 shares of iShares Russell 1000 ETF worth $221K as of Q2 2026.
iShares Russell 1000 ETF was a new Hardy Reed position in Q2 2026.
iShares Russell 1000 ETF made up 0.01% of Hardy Reed's portfolio in Q2 2026, its #240 holding.
Hardy Reed first reported a position in iShares Russell 1000 ETF in Q3 2023 and has held it in 6 quarters since.
Hardy Reed's iShares Russell 1000 ETF position peaked at $295K in Q2 2024.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.