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HB Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

HB Wealth 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
Q2 		$17.7M Buy
43,288
+1,059
+3% +$420K 0.1% 111
2026
Q1 		$15.1M Buy
42,229
+1,137
+3% +$424K 0.1% 108
2025
Q4 		$15.3M Sell
41,092
-150
-0.4% -$55.6K 0.1% 109
2025
Q3 		$15.1M Buy
41,242
+1,518
+4% +$535K 0.1% 108
2025
Q2 		$13.5M Sell
39,724
-1,495
-4% -$469K 0.11% 104
2025
Q1 		$12.6M Buy
41,219
+14,748
+56% +$4.77M 0.11% 108
2024
Q4 		$8.53M Sell
26,471
-218
-0.8% -$70.6K 0.09% 112
2024
Q3 		$8.39M Sell
26,689
-30
-0.1% -$9.09K 0.09% 107
2024
Q2 		$7.95M Buy
26,719
+486
+2% +$140K 0.09% 104
2024
Q1 		$7.56M Buy
26,233
+576
+2% +$158K 0.1% 109
2023
Q4 		$6.73M Sell
25,657
-50
-0.2% -$12.2K 0.1% 111
2023
Q3 		$6.04M Sell
25,707
-9
-0% -$2.2K 0.1% 107
2023
Q2 		$6.27M Buy
25,716
+2
+0% +$461 0.1% 104
2023
Q1 		$5.79M Sell
25,714
-357
-1% -$78.6K 0.1% 103
2022
Q4 		$5.49M Buy
26,071
+463
+2% +$98K 0.1% 101
2022
Q3 		$5.05M Sell
25,608
-2,571
-9% -$564K 0.11% 94
2022
Q2 		$5.86M Sell
28,179
-1,546
-5% -$349K 0.12% 86
2022
Q1 		$7.43M Buy
29,725
+10,997
+59% +$2.72M 0.14% 77
2021
Q4 		$4.95M Buy
+18,728
New +$4.82M 0.1% 87

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HB Wealth Management's IWB Position: Q2 2026 in Review

HB Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 2.5% in Q2 2026, buying an estimated $420K and bringing the position to 43,288 shares worth $17.7M. The position accounts for 0.1% of the portfolio, ranked #111.

HB Wealth Management first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • HB Wealth Management held 43,288 shares of iShares Russell 1000 ETF worth $17.7M as of Q2 2026.
  • HB Wealth Management bought 1,059 iShares Russell 1000 ETF shares in Q2 2026, an estimated $420K.
  • iShares Russell 1000 ETF made up 0.1% of HB Wealth Management's portfolio in Q2 2026, its #111 holding.
  • HB Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.