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 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

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

HFG Wealth Management's IWB Position: Q1 2026 in Review

HFG Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 550 shares — an estimated $206K sold.

HFG Wealth Management first reported a position in IWB in Q1 2023 and held it in 4 quarters. The position peaked at $282K in Q4 2023. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

HFG Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
HFG Wealth Management sold 550 iShares Russell 1000 ETF shares in Q1 2026, an estimated $206K.
HFG Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2023 and held it in 4 quarters.
HFG Wealth Management's iShares Russell 1000 ETF position peaked at $282K in Q4 2023.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on HFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.