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Heritage Family Offices’s iShares Russell 1000 ETF IWB Stock Holding History

Heritage Family Offices’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 		– Sell
-1,621
Closed -$605K – 220
2025
Q4 		$605K Buy
+1,621
New +$600K 0.28% 85
2025
Q1 		– Sell
-2,675
Closed -$862K – 185
2024
Q4 		$862K Buy
+2,675
New +$867K 0.43% 56

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Heritage Family Offices's IWB Position: Q1 2026 in Review

Heritage Family Offices sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 1,621 shares — an estimated $605K sold.

Heritage Family Offices first reported a position in IWB in Q4 2024 and held it in 2 quarters. The position peaked at $862K in Q4 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Heritage Family Offices reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 1,621 iShares Russell 1000 ETF shares in Q1 2026, an estimated $605K.
  • Heritage Family Offices first reported a position in iShares Russell 1000 ETF in Q4 2024 and held it in 2 quarters.
  • Heritage Family Offices's iShares Russell 1000 ETF position peaked at $862K in Q4 2024.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.