HHM Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

HHM Wealth 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	$106K	Hold	258	–	–	0.01%	281
2026 Q1	$92K	Hold	258	–	–	0.01%	279
2025 Q4	$96.3K	Hold	258	–	–	0.01%	275
2025 Q3	$94.3K	Hold	258	–	–	0.01%	280
2025 Q2	$87.6K	Hold	258	–	–	0.01%	292
2025 Q1	$79.1K	Hold	258	–	–	0.01%	295
2024 Q4	$83.1K	Hold	258	–	–	0.01%	285
2024 Q3	$81.1K	Hold	258	–	–	0.01%	273
2024 Q2	$76.8K	Hold	258	–	–	0.01%	282
2024 Q1	$74.3K	Hold	258	–	–	0.01%	249
2023 Q4	$67.7K	Hold	258	–	–	0.01%	254
2023 Q3	$60.6K	Hold	258	–	–	0.01%	253
2023 Q2	$62.9K	Hold	258	–	–	0.01%	258
2023 Q1	$58.1K	Sell	258 -49	-16%	-$10.8K	0.01%	256
2022 Q4	$64.6K	Hold	307	–	–	0.01%	216
2022 Q3	$61K	Hold	307	–	–	0.02%	207
2022 Q2	$64K	Buy	307 +49	+19%	+$11.1K	0.02%	250
2022 Q1	$65K	Hold	258	–	–	0.02%	264
2021 Q4	$68K	Hold	258	–	–	0.02%	267
2021 Q3	$62K	Hold	258	–	–	0.02%	270
2021 Q2	$62K	Hold	258	–	–	0.02%	266
2021 Q1	$58K	Hold	258	–	–	0.02%	258
2020 Q4	$55K	Hold	258	–	–	0.02%	249
2020 Q3	$48K	Hold	258	–	–	0.02%	228
2020 Q2	$44K	Hold	258	–	–	0.02%	238
2020 Q1	$37K	Buy	+258	New	+$43.6K	0.02%	236

Other funds holding IWB

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

HHM Wealth Advisors's IWB Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 258 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #281.

HHM Wealth Advisors first reported a position in IWB in Q1 2020 and has held it in 26 quarters since. 441 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

HHM Wealth Advisors held 258 shares of iShares Russell 1000 ETF worth $106K as of Q2 2026.
HHM Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #281 holding.
HHM Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 26 quarters since.
441 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.