Hill Investment Group Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Hill Investment Group Partners’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
2025 Q1	–	Sell	-869	Closed	-$280K	–	63
2024 Q4	$280K	Hold	869	–	–	0.04%	66
2024 Q3	$259K	Hold	869	–	–	0.04%	60
2024 Q2	$264K	Hold	869	–	–	0.04%	59
2024 Q1	$250K	Hold	869	–	–	0.04%	62
2023 Q4	$228K	Hold	869	–	–	0.03%	60
2023 Q3	$204K	Hold	869	–	–	0.03%	61
2023 Q2	$212K	Buy	+869	New	+$200K	0.04%	55

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hill Investment Group Partners's IWB Position: Q1 2025 in Review

Hill Investment Group Partners sold out of iShares Russell 1000 ETF (IWB) in Q1 2025, closing a stake of 869 shares — an estimated $280K sold.

Hill Investment Group Partners first reported a position in IWB in Q2 2023 and held it in 7 quarters. The position peaked at $280K in Q4 2024. 1,339 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

Hill Investment Group Partners reported no remaining iShares Russell 1000 ETF position as of Q1 2025 after selling out during the quarter.
Hill Investment Group Partners sold 869 iShares Russell 1000 ETF shares in Q1 2025, an estimated $280K.
Hill Investment Group Partners first reported a position in iShares Russell 1000 ETF in Q2 2023 and held it in 7 quarters.
Hill Investment Group Partners's iShares Russell 1000 ETF position peaked at $280K in Q4 2024.
1,339 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

Based on Hill Investment Group Partners's 13F filing for Q1 2025, filed 14 May 2025.