HWA
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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
Q3 		$1.27M Hold
3,055
– – 0.1% 93
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

BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
AT
Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Heartwood Wealth Advisors's IWB Position: Q3 2026 in Review

Heartwood Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 3,055 shares worth $1.27M. The position accounts for 0.1% of the portfolio, ranked #93.

Heartwood Wealth Advisors first reported a position in IWB in Q1 2021 and has held it in 18 quarters since. 21 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Heartwood Wealth Advisors held 3,055 shares of iShares Russell 1000 ETF worth $1.27M as of Q3 2026.
  • Heartwood Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 ETF made up 0.1% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #93 holding.
  • Heartwood Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 18 quarters since.
  • 21 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.