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

Hurlow Wealth Management Group’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	$716K	Hold	2,007	–	–	0.17%	43
2025 Q4	$749K	Hold	2,007	–	–	0.18%	43
2025 Q3	$734K	Hold	2,007	–	–	0.19%	43
2025 Q2	$682K	Hold	2,007	–	–	0.19%	48
2025 Q1	$616K	Hold	2,007	–	–	0.19%	49
2024 Q4	$647K	Hold	2,007	–	–	0.2%	48
2024 Q3	$631K	Hold	2,007	–	–	0.2%	51
2024 Q2	$597K	Hold	2,007	–	–	0.21%	49
2024 Q1	$578K	Hold	2,007	–	–	0.2%	55
2023 Q4	$526K	Hold	2,007	–	–	0.2%	57
2023 Q3	$471K	Hold	2,007	–	–	0.21%	58
2023 Q2	$489K	Buy	+2,007	New	+$462K	0.21%	60

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

Hurlow Wealth Management Group's IWB Position: Q1 2026 in Review

Hurlow Wealth Management Group held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 2,007 shares worth $716K. The position accounts for 0.17% of the portfolio, ranked #43.

Hurlow Wealth Management Group first reported a position in IWB in Q2 2023 and has held it in 12 quarters since. The position peaked at $749K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Hurlow Wealth Management Group held 2,007 shares of iShares Russell 1000 ETF worth $716K as of Q1 2026.
Hurlow Wealth Management Group left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.17% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #43 holding.
Hurlow Wealth Management Group first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 12 quarters since.
Hurlow Wealth Management Group's iShares Russell 1000 ETF position peaked at $749K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.