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 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

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

HUB Investment Partners's IWB Position: Q1 2026 in Review

HUB Investment Partners increased its iShares Russell 1000 ETF (IWB) stake by 10% in Q1 2026, buying an estimated $265K and bringing the position to 7,765 shares worth $2.77M. The position accounts for 0.07% of the portfolio, ranked #211.

HUB Investment Partners first reported a position in IWB in Q4 2021 and has held it in 14 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

HUB Investment Partners held 7,765 shares of iShares Russell 1000 ETF worth $2.77M as of Q1 2026.
HUB Investment Partners bought 710 iShares Russell 1000 ETF shares in Q1 2026, an estimated $265K.
iShares Russell 1000 ETF made up 0.07% of HUB Investment Partners's portfolio in Q1 2026, its #211 holding.
HUB Investment Partners first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 14 quarters since.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.