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 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%	-$7.95K	0.19%	148
2019 Q4	$504K	Buy	+2,824	New	+$482K	0.18%	168

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

Hohimer Wealth Management's IWB Position: Q1 2026 in Review

Hohimer Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 2.7% in Q1 2026, selling an estimated $20.5K and leaving 2,003 shares worth $714K. The position accounts for 0.08% of the portfolio, ranked #184.

Hohimer Wealth Management first reported a position in IWB in Q4 2019 and has held it in 26 quarters since. The position peaked at $768K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Hohimer Wealth Management held 2,003 shares of iShares Russell 1000 ETF worth $714K as of Q1 2026.
Hohimer Wealth Management sold 55 iShares Russell 1000 ETF shares in Q1 2026, an estimated $20.5K.
iShares Russell 1000 ETF made up 0.08% of Hohimer Wealth Management's portfolio in Q1 2026, its #184 holding.
Hohimer Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 26 quarters since.
Hohimer Wealth Management's iShares Russell 1000 ETF position peaked at $768K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.