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HBC Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History

HBC Financial Services’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
2024
Q4 		$49.2M Sell
152,745
-5,126
-3% -$1.66M 30.15% 1
2024
Q3 		$50.2M Sell
157,871
-1,506
-0.9% -$456K 30.51% 1
2024
Q2 		$47.6M Sell
159,377
-2,304
-1% -$662K 30.3% 1
2024
Q1 		$44.5M Sell
161,681
-3,121
-2% -$855K 30.18% 2
2023
Q4 		$43.2M Sell
164,802
-6,565
-4% -$1.61M 29.31% 2
2023
Q3 		$40.3M Buy
171,367
+17
+0% +$4.16K 30.2% 1
2023
Q2 		$42.9M Sell
171,350
-831
-0.5% -$191K 30.45% 1
2023
Q1 		$39.1M Buy
172,181
+401
+0.2% +$88.3K 29.34% 1
2022
Q4 		$36.3M Buy
171,780
+3,575
+2% +$757K 28.87% 2
2022
Q3 		$33.2M Sell
168,205
-1,961
-1% -$430K 27.95% 2
2022
Q2 		$36.6M Sell
170,166
-2,670
-2% -$603K 28.43% 1
2022
Q1 		$39.8M Buy
172,836
+1,685
+1% +$416K 28.73% 1
2021
Q4 		$45.3M Sell
171,151
-7,833
-4% -$2.02M 28.71% 1
2021
Q3 		$44.2M Buy
178,984
+1,367
+0.8% +$340K 29.46% 1
2021
Q2 		$42.5M Buy
177,617
+279
+0.2% +$65.7K 28.72% 1
2021
Q1 		$41.7M Buy
177,338
+4,220
+2% +$924K 28.78% 2
2020
Q4 		$37.2M Sell
173,118
-1,648
-0.9% -$329K 28.88% 2
2020
Q3 		$34.7M Sell
174,766
-5,618
-3% -$1.04M 29.24% 1
2020
Q2 		$32.3M Buy
180,384
+1,148
+0.6% +$186K 29.01% 1
2020
Q1 		$24.3M Sell
179,236
-2,369
-1% -$400K 27.49% 1
2019
Q4 		$32.5M Buy
+181,605
New +$31M 28.17% 1

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HBC Financial Services's IWB Position: Q4 2024 in Review

HBC Financial Services reduced its iShares Russell 1000 ETF (IWB) stake by 3.2% in Q4 2024, selling an estimated $1.66M and leaving 152,745 shares worth $49.2M. The position accounts for 30.15% of the portfolio, ranked #1.

HBC Financial Services first reported a position in IWB in Q4 2019 and has held it in 21 quarters since. The position peaked at $50.2M in Q3 2024. 1,360 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

  • HBC Financial Services held 152,745 shares of iShares Russell 1000 ETF worth $49.2M as of Q4 2024.
  • HBC Financial Services sold 5,126 iShares Russell 1000 ETF shares in Q4 2024, an estimated $1.66M.
  • iShares Russell 1000 ETF made up 30.15% of HBC Financial Services's portfolio in Q4 2024, its #1 holding.
  • HBC Financial Services first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 21 quarters since.
  • HBC Financial Services's iShares Russell 1000 ETF position peaked at $50.2M in Q3 2024.
  • 1,360 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.