Howard Wealth Management
IWB icon

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

Howard 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 		$394K Sell
946
-17
-2% -$7.07K 0.14% 99
2026
Q2 		$394K Buy
963
+2
+0.2% +$793 0.15% 99
2026
Q1 		$343K Sell
961
-8
-0.8% -$2.98K 0.14% 100
2025
Q4 		$362K Sell
969
-9
-0.9% -$3.33K 0.16% 96
2025
Q3 		$358K Buy
978
+1
+0.1% +$352 0.16% 93
2025
Q2 		$332K Sell
977
-1
-0.1% -$314 0.17% 91
2025
Q1 		$300K Buy
978
+1
+0.1% +$323 0.17% 91
2024
Q4 		$315K Buy
977
+3
+0.3% +$972 0.17% 89
2024
Q3 		$306K Buy
974
+2
+0.2% +$606 0.18% 93
2024
Q2 		$289K Sell
972
-3
-0.3% -$861 0.23% 79
2024
Q1 		$281K Sell
975
-20
-2% -$5.48K 0.23% 81
2023
Q4 		$261K Sell
995
-100
-9% -$24.5K 0.22% 87
2023
Q3 		$257K Hold
1,095
– – 0.24% 81
2023
Q2 		$267K Hold
1,095
– – 0.23% 81
2023
Q1 		$247K Sell
1,095
-10
-0.9% -$2.2K 0.21% 92
2022
Q4 		$233K Sell
1,105
-75
-6% -$15.9K 0.19% 97
2022
Q3 		$232K Buy
+1,180
New +$259K 0.16% 106
2022
Q2 		– Sell
-1,180
Closed -$295K – 98
2022
Q1 		$295K Buy
1,180
+20
+2% +$4.94K 0.16% 104
2021
Q4 		$306K Buy
1,160
+5
+0.4% +$1.29K 0.16% 104
2021
Q3 		$279K Hold
1,155
– – 0.16% 104
2021
Q2 		$279K Buy
1,155
+10
+0.9% +$2.36K 0.15% 109
2021
Q1 		$256K Sell
1,145
-55
-5% -$12K 0.15% 109
2020
Q4 		$254K Buy
1,200
+25
+2% +$4.99K 0.16% 108
2020
Q3 		$219K Hold
1,175
– – 0.16% 112
2020
Q2 		$201K Buy
+1,175
New +$190K 0.16% 107
2020
Q1 		– Sell
-1,125
Closed -$200K – 297
2019
Q4 		$200K Buy
+1,125
New +$192K 0.17% 97

Other funds holding IWB

Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return

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

Howard Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 1.8% in Q3 2026, selling an estimated $7.07K and leaving 946 shares worth $394K. The position accounts for 0.14% of the portfolio, ranked #99.

Howard Wealth Management first reported a position in IWB in Q4 2019 and has held it in 26 quarters since. The position peaked at $394K in Q2 2026. 803 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Howard Wealth Management held 946 shares of iShares Russell 1000 ETF worth $394K as of Q3 2026.
  • Howard Wealth Management sold 17 iShares Russell 1000 ETF shares in Q3 2026, an estimated $7.07K.
  • iShares Russell 1000 ETF made up 0.14% of Howard Wealth Management's portfolio in Q3 2026, its #99 holding.
  • Howard Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 26 quarters since.
  • Howard Wealth Management's iShares Russell 1000 ETF position peaked at $394K in Q2 2026.
  • 803 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.