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

Hemington 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
2025
Q3 		$213K Hold
583
– – 0.03% 140
2025
Q2 		$197K Hold
583
– – 0.03% 136
2025
Q1 		$178K Hold
583
– – 0.03% 138
2024
Q4 		$187K Hold
583
– – 0.05% 126
2024
Q3 		$182K Buy
+583
New +$177K 0.05% 125

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hemington Wealth Management's IWB Position: Q3 2025 in Review

Hemington Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q3 2025 at 583 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #140.

Hemington Wealth Management first reported a position in IWB in Q3 2024 and has held it in 5 quarters since. 1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

  • Hemington Wealth Management held 583 shares of iShares Russell 1000 ETF worth $213K as of Q3 2025.
  • Hemington Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q3 2025.
  • iShares Russell 1000 ETF made up 0.03% of Hemington Wealth Management's portfolio in Q3 2025, its #140 holding.
  • Hemington Wealth Management first reported a position in iShares Russell 1000 ETF in Q3 2024 and has held it in 5 quarters since.
  • 1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.