Heritage Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Heritage Wealth Advisors’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	$1.27M	Hold	3,548	–	–	0.05%	70
2025 Q4	$1.32M	Hold	3,548	–	–	0.05%	87
2025 Q3	$1.3M	Hold	3,548	–	–	0.06%	69
2025 Q2	$1.2M	Hold	3,548	–	–	0.06%	71
2025 Q1	$1.09M	Sell	3,548 -462	-12%	-$149K	0.06%	74
2024 Q4	$1.29M	Hold	4,010	–	–	0.06%	69
2024 Q3	$1.26M	Hold	4,010	–	–	0.06%	74
2024 Q2	$1.19M	Hold	4,010	–	–	0.05%	75
2024 Q1	$1.16M	Sell	4,010 -190	-5%	-$52.1K	0.05%	79
2023 Q4	$1.1M	Hold	4,200	–	–	0.05%	81
2023 Q3	$987K	Sell	4,200 -200	-5%	-$49K	0.05%	81
2023 Q2	$1.07M	Hold	4,400	–	–	0.06%	80
2023 Q1	$991K	Hold	4,400	–	–	0.06%	83
2022 Q4	$926K	Hold	4,400	–	–	0.05%	86
2022 Q3	$868K	Hold	4,400	–	–	0.06%	82
2022 Q2	$914K	Sell	4,400 -118	-3%	-$26.7K	0.06%	85
2022 Q1	$1.13M	Hold	4,518	–	–	0.06%	76
2021 Q4	$1.2M	Hold	4,518	–	–	0.07%	82
2021 Q3	$1.09M	Sell	4,518 -242	-5%	-$60.2K	0.07%	79
2021 Q2	$1.15M	Buy	4,760 +118	+3%	+$27.8K	0.07%	77
2021 Q1	$1.04M	Sell	4,642 -959	-17%	-$210K	0.06%	82
2020 Q4	$1.19M	Buy	5,601 +1	+0%	+$200	0.07%	83
2020 Q3	$1.05M	Sell	5,600 -1,500	-21%	-$277K	0.14%	59
2020 Q2	$1.22M	Hold	7,100	–	–	0.17%	52
2020 Q1	$1M	Hold	7,100	–	–	0.18%	57
2019 Q4	$1.28M	Hold	7,100	–	–	0.17%	59
2019 Q3	$1.18M	Hold	7,100	–	–	0.17%	57
2019 Q2	$1.17M	Hold	7,100	–	–	0.18%	57
2019 Q1	$1.13M	Buy	7,100 +300	+4%	+$45.4K	0.19%	53
2018 Q4	$943K	Buy	+6,800	New	+$1.02M	0.18%	53

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

Heritage Wealth Advisors's IWB Position: Q1 2026 in Review

Heritage Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 3,548 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #70.

Heritage Wealth Advisors first reported a position in IWB in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.32M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Heritage Wealth Advisors held 3,548 shares of iShares Russell 1000 ETF worth $1.27M as of Q1 2026.
Heritage Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.05% of Heritage Wealth Advisors's portfolio in Q1 2026, its #70 holding.
Heritage Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 30 quarters since.
Heritage Wealth Advisors's iShares Russell 1000 ETF position peaked at $1.32M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.