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 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 $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 22.96% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

HFG Wealth Management's IWB Position: Q2 2026 in Review

HFG Wealth Management opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 552 shares worth $226K. The stake represents 0.23% of the portfolio and ranks #42 among its holdings. This is a return to the name: HFG Wealth Management previously reported a position in IWB as recently as Q4 2025.

HFG Wealth Management first reported a position in IWB in Q1 2023 and has held it in 5 quarters since. The position peaked at $282K in Q4 2023. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

HFG Wealth Management held 552 shares of iShares Russell 1000 ETF worth $226K as of Q2 2026.
iShares Russell 1000 ETF was a new HFG Wealth Management position in Q2 2026.
iShares Russell 1000 ETF made up 0.23% of HFG Wealth Management's portfolio in Q2 2026, its #42 holding.
HFG Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 5 quarters since.
HFG Wealth Management's iShares Russell 1000 ETF position peaked at $282K in Q4 2023.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on HFG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.