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IWFIWF
19 quarters

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

HB Wealth Management, LLC holds 433,358 shares of IWF (ISHARES TR RUSSELL 1000 GROWTH INDEX FUND), worth $53.8M as of 2026-Q2. The position was increased (+308.6% shares). IWF represents 0.3% of HB Wealth Management, LLC's portfolio.

Current Value

$53.8M

Current Shares

433,358

Total Value Change

+$40.3M

Total Shares Change

+389,178

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
433,358
+308.6%
$53.8M0.3%$124.17
57
2026-Q1
Increased
106,056
+5.2%
$45.2M0.3%$106.51
37
2025-Q4
Increased
100,861
+11.9%
$47.7M0.3%$118.12
39
2025-Q3
Increased
90,111
+19.9%
$42.2M0.3%$116.78
41
2025-Q2
Increased
75,137
+1.8%
$31.9M0.3%$105.75
35
2025-Q1
Increased
73,819
+15.0%
$26.7M0.2%$89.85
39
2024-Q4
Increased
64,186
+2.4%
$25.8M0.3%$99.82
35
2024-Q3
Increased
62,662
+6.8%
$23.5M0.3%$93.21
37
2024-Q2
Decreased
58,675
-2.8%
$21.4M0.2%$90.38
0
2024-Q1
Increased
60,337
+0.8%
$20.3M0.3%$83.47
34
2023-Q4
Increased
59,884
+28.1%
$18.2M0.3%$74.98
42
2023-Q3
Increased
46,742
+0.9%
$12.4M0.2%$65.66
34
2023-Q2
Decreased
46,302
-1.5%
$12.7M0.2%$67.80
0
2023-Q1
Decreased
46,996
-5.6%
$11.5M0.2%$60.11
0
2022-Q4
Increased
49,779
+14.0%
$10.7M0.2%$52.59
38
2022-Q3
Increased
43,663
+0.4%
$9.2M0.2%$51.52
33
2022-Q2
Decreased
43,492
-4.8%
$9.5M0.2%$53.40
0
2022-Q1
Increased
45,680
+3.4%
$12.7M0.2%$67.68
35
2021-Q4
New
44,180
-
$13.5M0.3%$74.39
46

Other major holders of IWF: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/

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