HFS
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Hughes Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History

Hughes Financial Services’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 		$117K Hold
286
– – 0.02% 125
2026
Q1 		$102K Sell
286
-41
-13% -$15.3K 0.02% 127
2025
Q4 		$122K Hold
327
– – 0.02% 107
2025
Q3 		$122K Hold
327
– – 0.02% 104
2025
Q2 		$114K Sell
327
-56
-15% -$17.6K 0.02% 105
2025
Q1 		$118K Buy
+383
New +$124K 0.02% 94

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Hughes Financial Services's IWB Position: Q2 2026 in Review

Hughes Financial Services held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 286 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #125.

Hughes Financial Services first reported a position in IWB in Q1 2025 and has held it in 6 quarters since. The position peaked at $122K in Q4 2025. 430 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Hughes Financial Services held 286 shares of iShares Russell 1000 ETF worth $117K as of Q2 2026.
  • Hughes Financial Services left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.02% of Hughes Financial Services's portfolio in Q2 2026, its #125 holding.
  • Hughes Financial Services first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 6 quarters since.
  • Hughes Financial Services's iShares Russell 1000 ETF position peaked at $122K in Q4 2025.
  • 430 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.