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HM Payson & Co’s iShares Russell 1000 ETF IWB Stock Holding History

HM Payson & Co’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 		$1.22M Hold
2,972
– – 0.02% 213
2026
Q1 		$1.06M Buy
2,972
+700
+31% +$261K 0.02% 219
2025
Q4 		$848K Hold
2,272
– – 0.01% 238
2025
Q3 		$830K Hold
2,272
– – 0.01% 237
2025
Q2 		$772K Hold
2,272
– – 0.01% 238
2025
Q1 		$697K Sell
2,272
-130
-5% -$42K 0.01% 247
2024
Q4 		$774K Hold
2,402
– – 0.01% 234
2024
Q3 		$755K Hold
2,402
– – 0.01% 247
2024
Q2 		$715K Hold
2,402
– – 0.01% 237
2024
Q1 		$692K Sell
2,402
-168
-7% -$46K 0.01% 247
2023
Q4 		$674K Sell
2,570
-50
-2% -$12.2K 0.01% 245
2023
Q3 		$615K Hold
2,620
– – 0.01% 244
2023
Q2 		$639K Buy
2,620
+125
+5% +$28.8K 0.01% 241
2023
Q1 		$562K Buy
2,495
+60
+2% +$13.2K 0.01% 239
2022
Q4 		$513K Buy
2,435
+175
+8% +$37K 0.01% 243
2022
Q3 		$446K Hold
2,260
– – 0.01% 258
2022
Q2 		$470K Buy
2,260
+496
+28% +$112K 0.01% 252
2022
Q1 		$441K Hold
1,764
– – 0.01% 283
2021
Q4 		$466K Hold
1,764
– – 0.01% 284
2021
Q3 		$426K Hold
1,764
– – 0.01% 290
2021
Q2 		$427K Sell
1,764
-60
-3% -$14.1K 0.01% 288
2021
Q1 		$408K Buy
1,824
+825
+83% +$181K 0.01% 291
2020
Q4 		$212K Buy
999
+15
+2% +$2.99K 0.01% 374
2020
Q3 		$184K Hold
984
– – 0.01% 370
2020
Q2 		$169K Sell
984
-19,473
-95% -$3.15M 0.01% 362
2020
Q1 		$2.9M Buy
20,457
+1,470
+8% +$249K 0.11% 105
2019
Q4 		$3.39M Buy
18,987
+70
+0.4% +$11.9K 0.11% 111
2019
Q3 		$3.11M Buy
18,917
+1,221
+7% +$200K 0.11% 112
2019
Q2 		$2.88M Sell
17,696
-18,346
-51% -$2.94M 0.1% 122
2019
Q1 		$5.67M Buy
+36,042
New +$5.45M 0.22% 85
2018
Q3 		– Sell
-27,788
Closed -$4.22M – 341
2018
Q2 		$4.22M Buy
27,788
+534
+2% +$80.5K 0.18% 93
2018
Q1 		$4M Buy
27,254
+994
+4% +$151K 0.17% 105
2017
Q4 		$3.9M Sell
26,260
-1,507
-5% -$218K 0.16% 110
2017
Q3 		$3.88M Buy
27,767
+1,092
+4% +$150K 0.17% 106
2017
Q2 		$3.61M Buy
26,675
+24,096
+934% +$3.22M 0.16% 102
2017
Q1 		$338K Buy
+2,579
New +$334K 0.02% 259

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
BP
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
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
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

HM Payson & Co's IWB Position: Q2 2026 in Review

HM Payson & Co held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 2,972 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #213.

HM Payson & Co first reported a position in IWB in Q1 2017 and has held it in 36 quarters since. The position peaked at $5.67M in Q1 2019. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • HM Payson & Co held 2,972 shares of iShares Russell 1000 ETF worth $1.22M as of Q2 2026.
  • HM Payson & Co left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.02% of HM Payson & Co's portfolio in Q2 2026, its #213 holding.
  • HM Payson & Co first reported a position in iShares Russell 1000 ETF in Q1 2017 and has held it in 36 quarters since.
  • HM Payson & Co's iShares Russell 1000 ETF position peaked at $5.67M in Q1 2019.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.