HWM
IWF icon

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

HB Wealth Management’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.8M Buy
433,358
+9,134
+2% +$1.1M 0.3% 45
2026
Q1 		$45.2M Buy
424,224
+20,780
+5% +$2.36M 0.29% 48
2025
Q4 		$47.7M Buy
403,444
+43,000
+12% +$5.09M 0.31% 44
2025
Q3 		$42.2M Buy
360,444
+59,896
+20% +$6.67M 0.29% 49
2025
Q2 		$31.9M Buy
300,548
+5,272
+2% +$504K 0.25% 53
2025
Q1 		$26.7M Buy
295,276
+38,532
+15% +$3.8M 0.22% 65
2024
Q4 		$25.8M Buy
256,744
+6,096
+2% +$600K 0.26% 46
2024
Q3 		$23.5M Buy
250,648
+15,948
+7% +$1.45M 0.25% 45
2024
Q2 		$21.4M Sell
234,700
-6,648
-3% -$568K 0.25% 47
2024
Q1 		$20.3M Buy
241,348
+1,812
+0.8% +$146K 0.26% 42
2023
Q4 		$18.2M Buy
239,536
+52,568
+28% +$3.72M 0.26% 43
2023
Q3 		$12.4M Buy
186,968
+1,760
+1% +$122K 0.2% 58
2023
Q2 		$12.7M Sell
185,208
-2,776
-1% -$177K 0.2% 56
2023
Q1 		$11.5M Sell
187,984
-11,132
-6% -$641K 0.2% 58
2022
Q4 		$10.7M Buy
199,116
+24,464
+14% +$1.35M 0.19% 59
2022
Q3 		$9.19M Buy
174,652
+684
+0.4% +$40.2K 0.2% 58
2022
Q2 		$9.51M Sell
173,968
-8,752
-5% -$525K 0.2% 53
2022
Q1 		$12.7M Buy
182,720
+6,000
+3% +$410K 0.24% 43
2021
Q4 		$13.5M Buy
+176,720
New +$13.1M 0.27% 32

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

HB Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.2% in Q2 2026, buying an estimated $1.1M and bringing the position to 433,358 shares worth $53.8M. The position accounts for 0.3% of the portfolio, ranked #45.

HB Wealth Management first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • HB Wealth Management held 433,358 shares of iShares Russell 1000 Growth ETF worth $53.8M as of Q2 2026.
  • HB Wealth Management bought 9,134 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.1M.
  • iShares Russell 1000 Growth ETF made up 0.3% of HB Wealth Management's portfolio in Q2 2026, its #45 holding.
  • HB Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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