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

Hillcrest 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
Q1 		$2.75M Sell
7,725
-70
-0.9% -$26.1K 1.12% 19
2025
Q4 		$2.91M Sell
7,795
-100
-1% -$37K 1.25% 18
2025
Q3 		$2.89M Hold
7,895
– – 1.3% 18
2025
Q2 		$2.68M Sell
7,895
-300
-4% -$94.2K 1.26% 19
2025
Q1 		$2.51M Hold
8,195
– – 1.24% 19
2024
Q4 		$2.64M Sell
8,195
-350
-4% -$113K 1.25% 19
2024
Q3 		$2.69M Sell
8,545
-100
-1% -$30.3K 1.34% 19
2024
Q2 		$2.57M Sell
8,645
-275
-3% -$79K 1.38% 18
2024
Q1 		$2.57M Sell
8,920
-200
-2% -$54.8K 1.39% 18
2023
Q4 		$2.39M Sell
9,120
-100
-1% -$24.5K 1.32% 19
2023
Q3 		$2.17M Hold
9,220
– – 1.23% 20
2023
Q2 		$2.25M Sell
9,220
-100
-1% -$23K 1.33% 20
2023
Q1 		$2.1M Hold
9,320
– – 1.24% 20
2022
Q4 		$1.96M Hold
9,320
– – 1.17% 21
2022
Q3 		$1.84M Hold
9,320
– – 1.17% 24
2022
Q2 		$1.94M Hold
9,320
– – 1.17% 24
2022
Q1 		$2.33M Sell
9,320
-100
-1% -$24.7K 1.29% 21
2021
Q4 		$2.49M Hold
9,420
– – 1.34% 20
2021
Q3 		$2.28M Sell
9,420
-500
-5% -$124K 1.35% 21
2021
Q2 		$2.4M Hold
9,920
– – 1.45% 20
2021
Q1 		$2.22M Sell
9,920
-200
-2% -$43.8K 1.35% 21
2020
Q4 		$2.14M Hold
10,120
– – 1.43% 19
2020
Q3 		$1.89M Hold
10,120
– – 1.35% 20
2020
Q2 		$1.74M Hold
10,120
– – 1.5% 19
2020
Q1 		$1.43M Hold
10,120
– – 1.43% 19
2019
Q4 		$1.81M Hold
10,120
– – 1.5% 18
2019
Q3 		$1.67M Hold
10,120
– – 1.43% 18
2019
Q2 		$1.65M Sell
10,120
-200
-2% -$32K 1.39% 19
2019
Q1 		$1.62M Hold
10,320
– – 1.42% 19
2018
Q4 		$1.43M Buy
+10,320
New +$1.54M 1.33% 21

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Hillcrest Wealth Advisors's IWB Position: Q1 2026 in Review

Hillcrest Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.9% in Q1 2026, selling an estimated $26.1K and leaving 7,725 shares worth $2.75M. The position accounts for 1.12% of the portfolio, ranked #19.

Hillcrest Wealth Advisors first reported a position in IWB in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.91M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Hillcrest Wealth Advisors held 7,725 shares of iShares Russell 1000 ETF worth $2.75M as of Q1 2026.
  • Hillcrest Wealth Advisors sold 70 iShares Russell 1000 ETF shares in Q1 2026, an estimated $26.1K.
  • iShares Russell 1000 ETF made up 1.12% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #19 holding.
  • Hillcrest Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 30 quarters since.
  • Hillcrest Wealth Advisors's iShares Russell 1000 ETF position peaked at $2.91M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.