Heirloom Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Heirloom Wealth Management’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 Q1	$372K	Buy	+1,043	New	+$389K	0.07%	76

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Heirloom Wealth Management's IWB Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in iShares Russell 1000 ETF (IWB) in Q1 2026: 1,043 shares worth $372K. The stake represents 0.07% of the portfolio and ranks #76 among its holdings.

1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Heirloom Wealth Management held 1,043 shares of iShares Russell 1000 ETF worth $372K as of Q1 2026.
iShares Russell 1000 ETF was a new Heirloom Wealth Management position in Q1 2026.
iShares Russell 1000 ETF made up 0.07% of Heirloom Wealth Management's portfolio in Q1 2026, its #76 holding.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.