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 Q2	$16K	Hold	39	–	–	﹤0.01%	235
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hoey Investments's IWB Position: Q2 2026 in Review

Hoey Investments held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 39 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Hoey Investments first reported a position in IWB in Q1 2023 and has held it in 14 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Hoey Investments held 39 shares of iShares Russell 1000 ETF worth $16K as of Q2 2026.
Hoey Investments left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #235 holding.
Hoey Investments first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 14 quarters since.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.