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HUB Investment Partners’s iShares Russell 1000 ETF IWB Stock Holding History

HUB Investment Partners’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 		$4.42M Buy
10,795
+3,030
+39% +$1.2M 0.08% 191
2026
Q1 		$2.77M Buy
7,765
+710
+10% +$265K 0.07% 211
2025
Q4 		$2.63M Sell
7,055
-291
-4% -$108K 0.07% 187
2025
Q3 		$2.68M Buy
7,346
+662
+10% +$233K 0.09% 169
2025
Q2 		$2.27M Sell
6,684
-138
-2% -$43.3K 0.08% 176
2025
Q1 		$2.09M Buy
6,822
+65
+1% +$21K 0.08% 160
2024
Q4 		$2.18M Sell
6,757
-300
-4% -$97.2K 0.09% 148
2024
Q3 		$2.22M Sell
7,057
-16
-0.2% -$4.85K 0.1% 147
2024
Q2 		$2.1M Hold
7,073
– – 0.08% 149
2024
Q1 		$2.04M Buy
7,073
+199
+3% +$54.5K 0.11% 142
2023
Q4 		$1.8M Buy
6,874
+5,974
+664% +$1.46M 0.12% 136
2023
Q3 		$211K Buy
+900
New +$220K 0.03% 239
2023
Q2 		– Sell
-981
Closed -$221K – 261
2023
Q1 		$221K Hold
981
– – 0.05% 201
2022
Q4 		$207K Buy
+981
New +$208K 0.05% 124
2022
Q1 		– Sell
-2,226
Closed -$589K – 197
2021
Q4 		$589K Buy
+2,226
New +$573K 0.14% 113

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HUB Investment Partners's IWB Position: Q2 2026 in Review

HUB Investment Partners increased its iShares Russell 1000 ETF (IWB) stake by 39% in Q2 2026, buying an estimated $1.2M and bringing the position to 10,795 shares worth $4.42M. The position accounts for 0.08% of the portfolio, ranked #191.

HUB Investment Partners first reported a position in IWB in Q4 2021 and has held it in 15 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • HUB Investment Partners held 10,795 shares of iShares Russell 1000 ETF worth $4.42M as of Q2 2026.
  • HUB Investment Partners bought 3,030 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.2M.
  • iShares Russell 1000 ETF made up 0.08% of HUB Investment Partners's portfolio in Q2 2026, its #191 holding.
  • HUB Investment Partners first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 15 quarters since.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.