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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hazlett, Burt & Watson's IWF Position: Q1 2026 in Review

Hazlett, Burt & Watson reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.9% in Q1 2026, selling an estimated $17.3K and leaving 7,916 shares worth $844K. The position accounts for 0.26% of the portfolio, ranked #94.

Hazlett, Burt & Watson first reported a position in IWF in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.11M in Q4 2024. 2,437 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Hazlett, Burt & Watson held 7,916 shares of iShares Russell 1000 Growth ETF worth $844K as of Q1 2026.
Hazlett, Burt & Watson sold 152 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $17.3K.
iShares Russell 1000 Growth ETF made up 0.26% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #94 holding.
Hazlett, Burt & Watson first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's iShares Russell 1000 Growth ETF position peaked at $1.11M in Q4 2024.
2,437 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.