Hohimer Wealth Management
IWB icon

Hohimer Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Hohimer Wealth Management’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
Q3 		$834K Buy
2,004
+1
+0% +$416 0.08% 181
2026
Q2 		$820K Hold
2,003
– – 0.08% 182
2026
Q1 		$714K Sell
2,003
-55
-3% -$20.5K 0.08% 184
2025
Q4 		$768K Buy
2,058
+78
+4% +$28.9K 0.1% 158
2025
Q3 		$724K Sell
1,980
-17
-0.9% -$5.99K 0.1% 168
2025
Q2 		$678K Hold
1,997
– – 0.12% 138
2025
Q1 		$613K Hold
1,997
– – 0.12% 141
2024
Q4 		$643K Hold
1,997
– – 0.12% 134
2024
Q3 		$628K Hold
1,997
– – 0.14% 132
2024
Q2 		$594K Sell
1,997
-50
-2% -$14.4K 0.14% 142
2024
Q1 		$590K Sell
2,047
-835
-29% -$229K 0.14% 149
2023
Q4 		$756K Buy
2,882
+590
+26% +$144K 0.19% 136
2023
Q3 		$538K Sell
2,292
-411
-15% -$101K 0.15% 139
2023
Q2 		$659K Hold
2,703
– – 0.18% 131
2023
Q1 		$609K Hold
2,703
– – 0.18% 139
2022
Q4 		$569K Hold
2,703
– – 0.18% 111
2022
Q3 		$533K Hold
2,703
– – 0.17% 134
2022
Q2 		$562K Sell
2,703
-87
-3% -$19.7K 0.17% 139
2022
Q1 		$698K Hold
2,790
– – 0.14% 136
2021
Q4 		$738K Hold
2,790
– – 0.16% 132
2021
Q3 		$674K Buy
2,790
+13
+0.5% +$3.23K 0.14% 134
2021
Q2 		$672K Hold
2,777
– – 0.14% 137
2021
Q1 		$622K Hold
2,777
– – 0.15% 132
2020
Q4 		$588K Hold
2,777
– – 0.16% 136
2020
Q3 		$533K Hold
2,777
– – 0.15% 139
2020
Q2 		$477K Hold
2,777
– – 0.16% 147
2020
Q1 		$439K Sell
2,777
-47
-2% -$7.94K 0.19% 148
2019
Q4 		$504K Buy
+2,824
New +$482K 0.18% 168

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Hohimer Wealth Management's IWB Position: Q3 2026 in Review

Hohimer Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 0.05% in Q3 2026, buying an estimated $416 and bringing the position to 2,004 shares worth $834K. The position accounts for 0.08% of the portfolio, ranked #181.

Hohimer Wealth Management first reported a position in IWB in Q4 2019 and has held it in 28 quarters since. 1,095 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Hohimer Wealth Management held 2,004 shares of iShares Russell 1000 ETF worth $834K as of Q3 2026.
  • Hohimer Wealth Management bought 1 iShares Russell 1000 ETF share in Q3 2026, an estimated $416.
  • iShares Russell 1000 ETF made up 0.08% of Hohimer Wealth Management's portfolio in Q3 2026, its #181 holding.
  • Hohimer Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 28 quarters since.
  • 1,095 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.