Relyea Zuckerberg Hanson’s iShares Russell 1000 ETF IWB Stock Holding History

Relyea Zuckerberg Hanson’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.43M	Buy	23,035 +3	+0%	+$1.19K	0.79%	31
2026 Q1	$8.21M	Buy	23,032 +4	+0%	+$1.49K	0.83%	27
2025 Q4	$8.6M	Buy	23,028 +5	+0%	+$1.85K	0.87%	25
2025 Q3	$8.41M	Buy	23,023 +4	+0%	+$1.41K	0.88%	24
2025 Q2	$7.82M	Buy	23,019 +1,599	+7%	+$502K	0.92%	23
2025 Q1	$6.57M	Sell	21,420 -67	-0.3%	-$21.7K	0.89%	24
2024 Q4	$6.92M	Buy	+21,487	New	+$6.96M	0.93%	23
2020 Q2	–	Sell	-1,843	Closed	-$261K	–	113
2020 Q1	$261K	Buy	1,843 +9	+0.5%	+$1.52K	0.29%	84
2019 Q4	$327K	Buy	+1,834	New	+$313K	0.31%	73

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Relyea Zuckerberg Hanson's IWB Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its iShares Russell 1000 ETF (IWB) stake by 0.01% in Q2 2026, buying an estimated $1.19K and bringing the position to 23,035 shares worth $9.43M. The position accounts for 0.79% of the portfolio, ranked #31.

Relyea Zuckerberg Hanson first reported a position in IWB in Q4 2019 and has held it in 9 quarters since. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Relyea Zuckerberg Hanson held 23,035 shares of iShares Russell 1000 ETF worth $9.43M as of Q2 2026.
Relyea Zuckerberg Hanson bought 3 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.19K.
iShares Russell 1000 ETF made up 0.79% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #31 holding.
Relyea Zuckerberg Hanson first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 9 quarters since.
1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.