HFG Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

HFG Wealth Management’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 Q3	$226K	Hold	552	–	–	0.23%	41
2026 Q2	$226K	Buy	+552	New	+$219K	0.23%	42
2026 Q1	–	Sell	-550	Closed	-$206K	–	51
2025 Q4	$206K	Buy	550 +1	+0.2%	+$370	0.11%	52
2025 Q3	$201K	Buy	+549	New	+$193K	0.11%	50
2024 Q1	–	Sell	-1,076	Closed	-$282K	–	52
2023 Q4	$282K	Buy	+1,076	New	+$263K	0.07%	53
2023 Q1	$242K	Buy	+1,076	New	+$237K	0.05%	72

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

HFG Wealth Management's IWB Position: Q3 2026 in Review

HFG Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 552 shares worth $226K. The position accounts for 0.23% of the portfolio, ranked #41.

HFG Wealth Management first reported a position in IWB in Q1 2023 and has held it in 6 quarters since. The position peaked at $282K in Q4 2023. 1,388 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

HFG Wealth Management held 552 shares of iShares Russell 1000 ETF worth $226K as of Q3 2026.
HFG Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
iShares Russell 1000 ETF made up 0.23% of HFG Wealth Management's portfolio in Q3 2026, its #41 holding.
HFG Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 6 quarters since.
HFG Wealth Management's iShares Russell 1000 ETF position peaked at $282K in Q4 2023.
1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on HFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.