Heartwood Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Heartwood Wealth Advisors’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	$1.25M	Buy	3,055 +81	+3%	+$32.1K	0.1%	94
2026 Q1	$1.06M	Buy	2,974 +61	+2%	+$22.7K	0.09%	94
2025 Q4	$1.09M	Hold	2,913	–	–	0.1%	83
2025 Q3	$1.06M	Hold	2,913	–	–	0.1%	83
2025 Q2	$989K	Sell	2,913 -24	-0.8%	-$7.53K	0.1%	80
2025 Q1	$901K	Sell	2,937 -17	-0.6%	-$5.5K	0.1%	77
2024 Q4	$952K	Hold	2,954	–	–	0.11%	69
2024 Q3	$929K	Sell	2,954 -23	-0.8%	-$6.96K	0.1%	73
2024 Q2	$886K	Hold	2,977	–	–	0.11%	72
2024 Q1	$857K	Buy	2,977 +2,155	+262%	+$591K	0.11%	69
2023 Q4	$216K	Buy	+822	New	+$201K	0.03%	136
2023 Q3	–	Sell	-822	Closed	-$200K	–	137
2023 Q2	$200K	Buy	+822	New	+$189K	0.03%	139
2022 Q3	–	Sell	-2,684	Closed	-$558K	–	115
2022 Q2	$558K	Buy	+2,684	New	+$607K	0.09%	63
2022 Q1	–	Sell	-899	Closed	-$238K	–	123
2021 Q4	$238K	Hold	899	–	–	0.04%	94
2021 Q3	$217K	Hold	899	–	–	0.03%	93
2021 Q2	$218K	Hold	899	–	–	0.03%	91
2021 Q1	$201K	Buy	+899	New	+$197K	0.03%	85

Other funds holding IWB

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Heartwood Wealth Advisors's IWB Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its iShares Russell 1000 ETF (IWB) stake by 2.7% in Q2 2026, buying an estimated $32.1K and bringing the position to 3,055 shares worth $1.25M. The position accounts for 0.1% of the portfolio, ranked #94.

Heartwood Wealth Advisors first reported a position in IWB in Q1 2021 and has held it in 17 quarters since. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Heartwood Wealth Advisors held 3,055 shares of iShares Russell 1000 ETF worth $1.25M as of Q2 2026.
Heartwood Wealth Advisors bought 81 iShares Russell 1000 ETF shares in Q2 2026, an estimated $32.1K.
iShares Russell 1000 ETF made up 0.1% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #94 holding.
Heartwood Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 17 quarters since.
455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.