Hexagon Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Hexagon Capital Partners’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 Q2	–	Sell	-16	Closed	-$4.91K	–	896
2025 Q1	$4.91K	Hold	16	–	–	﹤0.01%	1174
2024 Q4	$5.16K	Hold	16	–	–	﹤0.01%	1195
2024 Q3	$5.03K	Hold	16	–	–	﹤0.01%	1052
2024 Q2	$4.76K	Hold	16	–	–	﹤0.01%	1014
2024 Q1	$4.61K	Sell	16 -10	-38%	-$2.74K	﹤0.01%	1012
2023 Q4	$6.82K	Buy	26 +16	+160%	+$3.92K	﹤0.01%	916
2023 Q3	$2.35K	Hold	10	–	–	﹤0.01%	1041
2023 Q2	$2.44K	Hold	10	–	–	﹤0.01%	1044
2023 Q1	$2.25K	Hold	10	–	–	﹤0.01%	1043
2022 Q4	$2.1K	Hold	10	–	–	﹤0.01%	1076
2022 Q3	$2K	Buy	+10	New	+$2.19K	﹤0.01%	1110

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hexagon Capital Partners's IWB Position: Q2 2025 in Review

Hexagon Capital Partners sold out of iShares Russell 1000 ETF (IWB) in Q2 2025, closing a stake of 16 shares — an estimated $4.91K sold.

Hexagon Capital Partners first reported a position in IWB in Q3 2022 and held it in 11 quarters. The position peaked at $6.82K in Q4 2023. 1,392 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

Hexagon Capital Partners reported no remaining iShares Russell 1000 ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 16 iShares Russell 1000 ETF shares in Q2 2025, an estimated $4.91K.
Hexagon Capital Partners first reported a position in iShares Russell 1000 ETF in Q3 2022 and held it in 11 quarters.
Hexagon Capital Partners's iShares Russell 1000 ETF position peaked at $6.82K in Q4 2023.
1,392 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.