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HFG Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

HFG 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
Q2 		$4.9M Buy
11,961
+38
+0.3% +$15.1K 3.06% 7
2026
Q1 		$4.25M Buy
11,923
+142
+1% +$52.9K 2.99% 7
2025
Q4 		$4.4M Buy
11,781
+482
+4% +$179K 3.19% 7
2025
Q3 		$4.13M Sell
11,299
-8
-0.1% -$2.82K 3.05% 7
2025
Q2 		$3.84M Sell
11,307
-77
-0.7% -$24.2K 3.04% 8
2025
Q1 		$3.49M Sell
11,384
-419
-4% -$135K 2.98% 8
2024
Q4 		$3.8M Sell
11,803
-167
-1% -$54.1K 3.32% 7
2024
Q3 		$3.76M Buy
11,970
+103
+0.9% +$31.2K 3.33% 7
2024
Q2 		$3.53M Sell
11,867
-151
-1% -$43.4K 3.3% 7
2024
Q1 		$3.46M Sell
12,018
-5,754
-32% -$1.58M 3.07% 7
2023
Q4 		$4.66M Buy
17,772
+259
+1% +$63.4K 4.49% 4
2023
Q3 		$4.11M Buy
17,513
+162
+0.9% +$39.7K 4.5% 3
2023
Q2 		$4.23M Sell
17,351
-346
-2% -$79.7K 4.47% 3
2023
Q1 		$3.99M Buy
17,697
+332
+2% +$73.1K 4.54% 5
2022
Q4 		$3.66M Buy
17,365
+2,228
+15% +$472K 4.3% 5
2022
Q3 		$2.99M Buy
15,137
+723
+5% +$159K 4.15% 5
2022
Q2 		$3M Buy
14,414
+123
+0.9% +$27.8K 4.04% 4
2022
Q1 		$3.57M Buy
14,291
+983
+7% +$243K 4.08% 4
2021
Q4 		$3.52M Buy
+13,308
New +$3.43M 3.96% 4

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

HFG Advisors's IWB Position: Q2 2026 in Review

HFG Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.32% in Q2 2026, buying an estimated $15.1K and bringing the position to 11,961 shares worth $4.9M. The position accounts for 3.06% of the portfolio, ranked #7.

HFG Advisors first reported a position in IWB in Q4 2021 and has held it in 19 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • HFG Advisors held 11,961 shares of iShares Russell 1000 ETF worth $4.9M as of Q2 2026.
  • HFG Advisors bought 38 iShares Russell 1000 ETF shares in Q2 2026, an estimated $15.1K.
  • iShares Russell 1000 ETF made up 3.06% of HFG Advisors's portfolio in Q2 2026, its #7 holding.
  • HFG Advisors first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.