Question 1

Does HB Wealth Management own IWF stock?

Accepted Answer

Yes. As of its Q3 2026 13F, HB Wealth Management holds 461,611 shares of IWF, worth $57.8M.

Question 2

How many shares of IWF does HB Wealth Management own?

Accepted Answer

As of its Q3 2026 13F, HB Wealth Management holds 461,611 shares of IWF.

Question 3

What is HB Wealth Management's IWF position worth?

Accepted Answer

As of its Q3 2026 13F, HB Wealth Management's IWF position is worth $57.8M.

Question 4

Is HB Wealth Management buying or selling IWF?

Accepted Answer

In Q3 2026, HB Wealth Management increased its IWF position by 28,253 shares (+6.5%).

Question 5

When did HB Wealth Management first buy IWF?

Accepted Answer

HB Wealth Management already held IWF in its Q4 2021 13F, the earliest on record, and has listed it in 20 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Increased	461,611	+6.5%	$57.8M	0.3%	$125.26	38
2026-Q2	Increased	433,358	+308.6%	$53.8M	0.3%	$124.17	57
2026-Q1	Increased	106,056	+5.2%	$45.2M	0.3%	$106.51	37
2025-Q4	Increased	100,861	+11.9%	$47.7M	0.3%	$118.12	39
2025-Q3	Increased	90,111	+19.9%	$42.2M	0.3%	$116.78	41
2025-Q2	Increased	75,137	+1.8%	$31.9M	0.3%	$105.75	35
2025-Q1	Increased	73,819	+15.0%	$26.7M	0.2%	$89.85	39
2024-Q4	Increased	64,186	+2.4%	$25.8M	0.3%	$99.82	35
2024-Q3	Increased	62,662	+6.8%	$23.5M	0.3%	$93.21	37
2024-Q2	Decreased	58,675	-2.8%	$21.4M	0.2%	$90.38	0
2024-Q1	Increased	60,337	+0.8%	$20.3M	0.3%	$83.47	34
2023-Q4	Increased	59,884	+28.1%	$18.2M	0.3%	$74.98	42
2023-Q3	Increased	46,742	+0.9%	$12.4M	0.2%	$65.66	34
2023-Q2	Decreased	46,302	-1.5%	$12.7M	0.2%	$67.80	0
2023-Q1	Decreased	46,996	-5.6%	$11.5M	0.2%	$60.11	0
2022-Q4	Increased	49,779	+14.0%	$10.7M	0.2%	$52.59	38
2022-Q3	Increased	43,663	+0.4%	$9.2M	0.2%	$51.52	33
2022-Q2	Decreased	43,492	-4.8%	$9.5M	0.2%	$53.40	0
2022-Q1	Increased	45,680	+3.4%	$12.7M	0.2%	$67.62	35
2021-Q4	First report	44,180	-	$13.5M	0.3%	$74.32	0

IWF20 quarters

IWF
20 quarters