HeadInvest LLC’s iShares Russell 1000 ETF IWB Stock Holding History

HeadInvest LLC’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	$839K	Hold	2,050	–	–	0.16%	119
2026 Q1	$731K	Sell	2,050 -80	-4%	-$29.8K	0.15%	115
2025 Q4	$795K	Sell	2,130 -210	-9%	-$77.8K	0.16%	106
2025 Q3	$855K	Sell	2,340 -100	-4%	-$35.2K	0.18%	103
2025 Q2	$829K	Hold	2,440	–	–	0.18%	105
2025 Q1	$748K	Hold	2,440	–	–	0.15%	125
2024 Q4	$786K	Hold	2,440	–	–	0.15%	114
2024 Q3	$767K	Hold	2,440	–	–	0.14%	115
2024 Q2	$726K	Sell	2,440 -49	-2%	-$14.1K	0.14%	111
2024 Q1	$717K	Hold	2,489	–	–	0.14%	111
2023 Q4	$653K	Hold	2,489	–	–	0.14%	113
2023 Q3	$585K	Hold	2,489	–	–	0.13%	112
2023 Q2	$610K	Buy	2,489 +12	+0.5%	+$2.76K	0.13%	115
2023 Q1	$558K	Sell	2,477 -342	-12%	-$75.3K	0.12%	120
2022 Q4	$593K	Hold	2,819	–	–	0.13%	115
2022 Q3	$556K	Sell	2,819 -200	-7%	-$43.9K	0.13%	116
2022 Q2	$627K	Sell	3,019 -110	-4%	-$24.9K	0.14%	114
2022 Q1	$782K	Sell	3,129 -69	-2%	-$17K	0.15%	106
2021 Q4	$846K	Buy	+3,198	New	+$823K	0.15%	101

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 29.2% 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

HeadInvest LLC's IWB Position: Q2 2026 in Review

HeadInvest LLC held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 2,050 shares worth $839K. The position accounts for 0.16% of the portfolio, ranked #119.

HeadInvest LLC first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. The position peaked at $855K in Q3 2025. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

HeadInvest LLC held 2,050 shares of iShares Russell 1000 ETF worth $839K as of Q2 2026.
HeadInvest LLC left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.16% of HeadInvest LLC's portfolio in Q2 2026, its #119 holding.
HeadInvest LLC first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
HeadInvest LLC's iShares Russell 1000 ETF position peaked at $855K in Q3 2025.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.