Hoey Investments’s iShares Russell 1000 ETF IWB Stock Holding History

Hoey Investments’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	$13.9K	Hold	39	–	–	﹤0.01%	238
2025 Q4	$14.6K	Hold	39	–	–	﹤0.01%	232
2025 Q3	$14.3K	Hold	39	–	–	﹤0.01%	232
2025 Q2	$13.2K	Hold	39	–	–	﹤0.01%	223
2025 Q1	$12K	Hold	39	–	–	﹤0.01%	205
2024 Q4	$12.6K	Hold	39	–	–	﹤0.01%	201
2024 Q3	$11.6K	Hold	39	–	–	﹤0.01%	194
2024 Q2	$11.6K	Hold	39	–	–	﹤0.01%	194
2024 Q1	$11.2K	Hold	39	–	–	﹤0.01%	203
2023 Q4	$10.2K	Hold	39	–	–	﹤0.01%	208
2023 Q3	$9.16K	Hold	39	–	–	﹤0.01%	218
2023 Q2	$9.51K	Hold	39	–	–	﹤0.01%	213
2023 Q1	$8.78K	Buy	+39	New	+$8.58K	﹤0.01%	223

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

Hoey Investments's IWB Position: Q1 2026 in Review

Hoey Investments held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 39 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Hoey Investments first reported a position in IWB in Q1 2023 and has held it in 13 quarters since. The position peaked at $14.6K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Hoey Investments held 39 shares of iShares Russell 1000 ETF worth $13.9K as of Q1 2026.
Hoey Investments left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up ﹤0.01% of Hoey Investments's portfolio in Q1 2026, its #238 holding.
Hoey Investments first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 13 quarters since.
Hoey Investments's iShares Russell 1000 ETF position peaked at $14.6K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Hoey Investments's 13F filing for Q1 2026, filed 29 Apr 2026.