HBW
IWF icon

Hazlett, Burt & Watson’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Hazlett, Burt & Watson’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$972K Sell
7,835
-81
-1% -$9.77K 0.26% 101
2026
Q1 		$844K Sell
7,916
-152
-2% -$17.3K 0.26% 94
2025
Q4 		$956K Buy
8,068
+640
+9% +$75.8K 0.31% 79
2025
Q3 		$870K Sell
7,428
-324
-4% -$36.1K 0.31% 75
2025
Q2 		$823K Sell
7,752
-384
-5% -$36.7K 0.34% 68
2025
Q1 		$732K Sell
8,136
-2,944
-27% -$290K 0.33% 73
2024
Q4 		$1.11M Sell
11,080
-28
-0.3% -$2.75K 0.49% 49
2024
Q3 		$1.05M Buy
11,108
+3,928
+55% +$356K 0.48% 46
2024
Q2 		$652K Buy
7,180
+24
+0.3% +$2.05K 0.34% 65
2024
Q1 		$604K Buy
7,156
+192
+3% +$15.5K 0.36% 59
2023
Q4 		$528K Sell
6,964
-384
-5% -$27.2K 0.36% 59
2023
Q3 		$488K Buy
7,348
+2,080
+39% +$144K 0.36% 55
2023
Q2 		$361K Buy
5,268
+1,968
+60% +$125K 0.27% 78
2023
Q1 		$202K Hold
3,300
– – 0.17% 123
2022
Q4 		$176K Buy
3,300
+2,340
+244% +$129K 0.15% 136
2022
Q3 		$50K Buy
960
+4
+0.4% +$235 0.05% 261
2022
Q2 		$54K Buy
956
+28
+3% +$1.68K 0.05% 257
2022
Q1 		$64K Buy
+928
New +$63.4K 0.05% 254

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hazlett, Burt & Watson's IWF Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1% in Q2 2026, selling an estimated $9.77K and leaving 7,835 shares worth $972K. The position accounts for 0.26% of the portfolio, ranked #101.

Hazlett, Burt & Watson first reported a position in IWF in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.11M in Q4 2024. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Hazlett, Burt & Watson held 7,835 shares of iShares Russell 1000 Growth ETF worth $972K as of Q2 2026.
  • Hazlett, Burt & Watson sold 81 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $9.77K.
  • iShares Russell 1000 Growth ETF made up 0.26% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #101 holding.
  • Hazlett, Burt & Watson first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • Hazlett, Burt & Watson's iShares Russell 1000 Growth ETF position peaked at $1.11M in Q4 2024.
  • 2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.