Hoge Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History

Hoge Financial Services’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	$45.7M	Sell	111,486 -1,108	-1%	-$439K	21.86%	1
2026 Q1	$40.1M	Sell	112,594 -2,300	-2%	-$857K	21.49%	1
2025 Q4	$42.9M	Buy	114,894 +3,241	+3%	+$1.2M	23.12%	1
2025 Q3	$40.8M	Sell	111,653 -1,142	-1%	-$402K	23.39%	1
2025 Q2	$38.4M	Buy	112,795 +5,223	+5%	+$1.64M	23.85%	1
2025 Q1	$33M	Buy	107,572 +4,266	+4%	+$1.38M	23.07%	1
2024 Q4	$33.3M	Buy	103,306 +468	+0.5%	+$152K	24.37%	1
2024 Q3	$32.3M	Buy	102,838 +1,808	+2%	+$548K	24.35%	1
2024 Q2	$30.1M	Buy	101,030 +1,738	+2%	+$499K	24.63%	1
2024 Q1	$28.6M	Buy	99,292 +13,273	+15%	+$3.64M	23.35%	1
2023 Q4	$22.6M	Buy	+86,019	New	+$21.1M	22.62%	1

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 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

Hoge Financial Services's IWB Position: Q2 2026 in Review

Hoge Financial Services reduced its iShares Russell 1000 ETF (IWB) stake by 0.98% in Q2 2026, selling an estimated $439K and leaving 111,486 shares worth $45.7M. The position accounts for 21.86% of the portfolio, ranked #1.

Hoge Financial Services first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Hoge Financial Services held 111,486 shares of iShares Russell 1000 ETF worth $45.7M as of Q2 2026.
Hoge Financial Services sold 1,108 iShares Russell 1000 ETF shares in Q2 2026, an estimated $439K.
iShares Russell 1000 ETF made up 21.86% of Hoge Financial Services's portfolio in Q2 2026, its #1 holding.
Hoge Financial Services first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.