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Heritage Investment Group’s iShares Russell 1000 ETF IWB Stock Holding History

Heritage Investment Group’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
Q2 		$23.1M Sell
56,371
-1,708
-3% -$677K 3.1% 11
2026
Q1 		$20.7M Buy
58,079
+10,103
+21% +$3.76M 3.13% 10
2025
Q4 		$17.9M Sell
47,976
-1,000
-2% -$370K 2.73% 11
2025
Q3 		$17.9M Sell
48,976
-657
-1% -$231K 2.87% 10
2025
Q2 		$16.9M Buy
49,633
+17,153
+53% +$5.38M 2.91% 10
2025
Q1 		$9.96M Sell
32,480
-1,770
-5% -$572K 1.87% 13
2024
Q4 		$11M Buy
34,250
+814
+2% +$264K 2.06% 12
2024
Q3 		$10.5M Sell
33,436
-186
-0.6% -$56.3K 2% 12
2024
Q2 		$10M Sell
33,622
-809
-2% -$232K 2.06% 12
2024
Q1 		$9.92M Sell
34,431
-846
-2% -$232K 2.04% 11
2023
Q4 		$9.25M Sell
35,277
-5,046
-13% -$1.24M 2.06% 11
2023
Q3 		$9.47M Sell
40,323
-14,182
-26% -$3.47M 2.59% 9
2023
Q2 		$13.3M Sell
54,505
-365
-0.7% -$84.1K 3.69% 8
2023
Q1 		$12.4M Sell
54,870
-2,604
-5% -$573K 3.75% 8
2022
Q4 		$12.1M Buy
57,474
+4,460
+8% +$944K 3.84% 8
2022
Q3 		$10.5M Buy
53,014
+9,828
+23% +$2.16M 6.44% 5
2022
Q2 		$8.97M Buy
43,186
+28,366
+191% +$6.41M 5.17% 5
2022
Q1 		$3.71M Buy
+14,820
New +$3.66M 2.68% 6

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Investment Group's IWB Position: Q2 2026 in Review

Heritage Investment Group reduced its iShares Russell 1000 ETF (IWB) stake by 2.9% in Q2 2026, selling an estimated $677K and leaving 56,371 shares worth $23.1M. The position accounts for 3.1% of the portfolio, ranked #11.

Heritage Investment Group first reported a position in IWB in Q1 2022 and has held it in 18 quarters since. 1,555 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Heritage Investment Group held 56,371 shares of iShares Russell 1000 ETF worth $23.1M as of Q2 2026.
  • Heritage Investment Group sold 1,708 iShares Russell 1000 ETF shares in Q2 2026, an estimated $677K.
  • iShares Russell 1000 ETF made up 3.1% of Heritage Investment Group's portfolio in Q2 2026, its #11 holding.
  • Heritage Investment Group first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,555 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.