HWM
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HB Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

HB Wealth Management’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.4M Buy
80,702
+395
+0.5% +$163K 0.19% 64
2026
Q1 		$29.8M Buy
80,307
+377
+0.5% +$146K 0.19% 68
2025
Q4 		$30.9M Sell
79,930
-573
-0.7% -$220K 0.2% 63
2025
Q3 		$30.5M Sell
80,503
-1,998
-2% -$729K 0.21% 63
2025
Q2 		$29M Buy
82,501
+102
+0.1% +$33.1K 0.23% 58
2025
Q1 		$26.2M Sell
82,399
-1,928
-2% -$646K 0.22% 67
2024
Q4 		$28.2M Sell
84,327
-909
-1% -$306K 0.29% 43
2024
Q3 		$27.8M Sell
85,236
-380
-0.4% -$120K 0.3% 40
2024
Q2 		$26.4M Buy
85,616
+269
+0.3% +$80.3K 0.31% 36
2024
Q1 		$25.6M Buy
85,347
+374
+0.4% +$107K 0.32% 36
2023
Q4 		$23.3M Sell
84,973
-3,572
-4% -$911K 0.33% 33
2023
Q3 		$21.7M Sell
88,545
-173
-0.2% -$44.2K 0.35% 32
2023
Q2 		$22.6M Buy
88,718
+120
+0.1% +$28.9K 0.36% 32
2023
Q1 		$20.9M Sell
88,598
-4,745
-5% -$1.1M 0.36% 30
2022
Q4 		$20.6M Buy
93,343
+20,336
+28% +$4.52M 0.38% 30
2022
Q3 		$15.1M Buy
73,007
+17,403
+31% +$4M 0.32% 32
2022
Q2 		$12.1M Buy
55,604
+50,570
+1,005% +$12M 0.25% 39
2022
Q1 		$1.32M Hold
5,034
– – 0.02% 231
2021
Q4 		$1.4M Buy
+5,034
New +$1.36M 0.03% 197

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

HB Wealth Management increased its iShares Russell 3000 ETF (IWV) stake by 0.49% in Q2 2026, buying an estimated $163K and bringing the position to 80,702 shares worth $34.4M. The position accounts for 0.19% of the portfolio, ranked #64.

HB Wealth Management first reported a position in IWV in Q4 2021 and has held it in 19 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • HB Wealth Management held 80,702 shares of iShares Russell 3000 ETF worth $34.4M as of Q2 2026.
  • HB Wealth Management bought 395 iShares Russell 3000 ETF shares in Q2 2026, an estimated $163K.
  • iShares Russell 3000 ETF made up 0.19% of HB Wealth Management's portfolio in Q2 2026, its #64 holding.
  • HB Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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