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IWDIWD
19 quarters

Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in ISHARES TR RUSSELL 1000 VALUE INDEX FUND

HB Wealth Management, LLC holds 244,415 shares of IWD (ISHARES TR RUSSELL 1000 VALUE INDEX FUND), worth $59.3M as of 2026-Q2. The position was increased (+3.4% shares). IWD represents 0.3% of HB Wealth Management, LLC's portfolio.

Current Value

$59.3M

Current Shares

244,415

Total Value Change

+$51.8M

Total Shares Change

+199,943

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
244,415
+3.4%
$59.3M0.3%$242.43
36
2026-Q1
Increased
236,311
+0.7%
$50.5M0.3%$222.27
35
2025-Q4
Increased
234,716
+13.6%
$49.4M0.3%$211.94
40
2025-Q3
Increased
206,654
+13.8%
$42.1M0.3%$202.24
40
2025-Q2
Increased
181,584
+3.5%
$35.3M0.3%$191.58
36
2025-Q1
Increased
175,439
+6.2%
$33M0.3%$183.74
37
2024-Q4
Increased
165,280
+0.8%
$30.6M0.3%$181.36
35
2024-Q3
Increased
163,920
+4.5%
$31.1M0.3%$184.97
36
2024-Q2
Decreased
156,914
-0.0%
$27.4M0.3%$169.57
0
2024-Q1
Decreased
156,942
-1.7%
$28.1M0.4%$173.38
0
2023-Q4
Increased
159,651
+135.8%
$26.4M0.4%$159.27
55
2023-Q3
Decreased
67,709
-0.1%
$10.3M0.2%$145.47
0
2023-Q2
Decreased
67,808
-1.7%
$10.7M0.2%$149.02
0
2023-Q1
Decreased
68,981
-0.8%
$10.5M0.2%$142.61
0
2022-Q4
Increased
69,567
+37.3%
$10.5M0.2%$143.05
43
2022-Q3
Increased
50,653
+3.0%
$6.9M0.1%$128.83
34
2022-Q2
Increased
49,152
+1.8%
$7.1M0.1%$135.92
33
2022-Q1
Increased
48,307
+8.6%
$8M0.1%$156.21
36
2021-Q4
New
44,472
-
$7.5M0.2%$155.10
45

Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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