Position history for HB Wealth Management, LLC's holdings in ISHARES TR
HB Wealth Management, LLC holds 106,056 shares of IWF (ISHARES TR), worth $45.2M as of 2026-Q1. The position was increased (+5.2% shares). IWF represents 0.3% of HB Wealth Management, LLC's portfolio.
Current Value
$45.2M
Current Shares
106,056
Total Value Change
+$23.8M
Total Shares Change
+47,381
Other major holders of IWF: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Increased |
| 106,056 |
+5.2% |
| $45.2M |
| 0.3% |
| $448.66 |
37 |
| 2025-Q4 | Increased | 100,861 | +11.9% | $47.7M | 0.3% | $476.95 | 39 |
| 2025-Q3 | Increased | 90,111 | +19.9% | $42.2M | 0.3% | $466.09 | 41 |
| 2025-Q2 | Increased | 75,137 | +1.8% | $31.9M | 0.3% | $420.88 | 35 |
| 2025-Q1 | Increased | 73,819 | +15.0% | $26.7M | 0.2% | $359.49 | 39 |
| 2024-Q4 | Increased | 64,186 | +2.4% | $25.8M | 0.3% | $403.59 | 35 |
| 2024-Q3 | Increased | 62,662 | +6.8% | $23.5M | 0.3% | $371.77 | 37 |
| 2024-Q2 | Decreased | 58,675 | -2.8% | $21.4M | 0.2% | $362.15 | 0 |