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IWFIWF
19 quarters

Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in ISHARES TR

HB Wealth Management, LLC holds 433,358 shares of IWF (ISHARES TR), 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%$67.62
35
2021-Q4
First report
44,180
-
$13.5M0.3%$74.32
0

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

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