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

Horizons 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	$60.6K	Hold	170	–	–	0.04%	92
2025 Q4	$63.5K	Hold	170	–	–	0.04%	93
2025 Q3	$62.1K	Hold	170	–	–	0.04%	95
2025 Q2	$57.7K	Hold	170	–	–	0.04%	95
2025 Q1	$52.1K	Hold	170	–	–	0.04%	95
2024 Q4	$54.8K	Hold	170	–	–	0.04%	91
2024 Q3	$53.4K	Hold	170	–	–	0.04%	95
2024 Q2	$51.1K	Hold	170	–	–	0.04%	98
2024 Q1	$44.6K	Hold	170	–	–	0.03%	99
2023 Q4	$44.6K	Hold	170	–	–	0.03%	99
2023 Q3	$39.9K	Hold	170	–	–	0.03%	100
2023 Q2	$41.4K	Hold	170	–	–	0.03%	103
2023 Q1	$38.3K	Hold	170	–	–	0.03%	97
2022 Q4	$36K	Hold	170	–	–	0.03%	102
2022 Q3	$34K	Hold	170	–	–	0.03%	93
2022 Q2	$40K	Buy	+170	New	+$38.4K	0.03%	92

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

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

Horizons Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 170 shares worth $60.6K. The position accounts for 0.04% of the portfolio, ranked #92.

Horizons Wealth Management first reported a position in IWB in Q2 2022 and has held it in 16 quarters since. The position peaked at $63.5K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Horizons Wealth Management held 170 shares of iShares Russell 1000 ETF worth $60.6K as of Q1 2026.
Horizons Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.04% of Horizons Wealth Management's portfolio in Q1 2026, its #92 holding.
Horizons Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's iShares Russell 1000 ETF position peaked at $63.5K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.