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Heritage Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History

Heritage Financial Services’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
Q4 		$737K Sell
1,974
-172
-8% -$63.7K 0.06% 56
2025
Q3 		$784K Buy
2,146
+347
+19% +$122K 0.07% 54
2025
Q2 		$611K Buy
1,799
+83
+5% +$26.1K 0.06% 59
2025
Q1 		$526K Sell
1,716
-50
-3% -$16.2K 0.05% 64
2024
Q4 		$569K Hold
1,766
– – 0.08% 61
2024
Q3 		$555K Hold
1,766
– – 0.07% 58
2024
Q2 		$525K Hold
1,766
– – 0.08% 57
2024
Q1 		$509K Sell
1,766
-533
-23% -$146K 0.08% 61
2023
Q4 		$603K Hold
2,299
– – 0.1% 53
2023
Q3 		$540K Hold
2,299
– – 0.11% 46
2023
Q2 		$560K Hold
2,299
– – 0.11% 47
2023
Q1 		$518K Hold
2,299
– – 0.11% 43
2022
Q4 		$484K Hold
2,299
– – 0.12% 47
2022
Q3 		$453K Buy
2,299
+1,495
+186% +$328K 0.27% 38
2022
Q2 		$167K Buy
+804
New +$182K 0.09% 76

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Financial Services's IWB Position: Q4 2025 in Review

Heritage Financial Services reduced its iShares Russell 1000 ETF (IWB) stake by 8% in Q4 2025, selling an estimated $63.7K and leaving 1,974 shares worth $737K. The position accounts for 0.06% of the portfolio, ranked #56.

Heritage Financial Services first reported a position in IWB in Q2 2022 and has held it in 15 quarters since. The position peaked at $784K in Q3 2025. 1,493 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

  • Heritage Financial Services held 1,974 shares of iShares Russell 1000 ETF worth $737K as of Q4 2025.
  • Heritage Financial Services sold 172 iShares Russell 1000 ETF shares in Q4 2025, an estimated $63.7K.
  • iShares Russell 1000 ETF made up 0.06% of Heritage Financial Services's portfolio in Q4 2025, its #56 holding.
  • Heritage Financial Services first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 15 quarters since.
  • Heritage Financial Services's iShares Russell 1000 ETF position peaked at $784K in Q3 2025.
  • 1,493 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.