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IWF
Showing 8 of 18 quarters

Position history for HB Wealth Management, LLC's holdings in iShares Trust RUS 1000 GRW ETF

HB Wealth Management, LLC holds 106,056 shares of IWF (iShares Trust RUS 1000 GRW ETF), 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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
106,056
+5.2%
$45.2M0.3%$448.66
37
2025-Q4
Increased
100,861
+11.9%
$47.7M0.3%$476.95
39
2025-Q3
Increased
90,111
+19.9%
$42.2M0.3%$466.09
41
2025-Q2
Increased
75,137
+1.8%
$31.9M0.3%$420.88
35
2025-Q1
Increased
73,819
+15.0%
$26.7M0.2%$359.49
39
2024-Q4
Increased
64,186
+2.4%
$25.8M0.3%$403.59
35
2024-Q3
Increased
62,662
+6.8%
$23.5M0.3%$371.77
37
2024-Q2
Decreased
58,675
-2.8%
$21.4M0.2%$362.15
0

Other major holders of IWF: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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