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

Relyea Zuckerberg Hanson’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	$57.4M	Sell	462,126 -4,274	-0.9%	-$515K	4.78%	3
2026 Q1	$49.7M	Sell	466,400 -5,200	-1%	-$590K	5%	3
2025 Q4	$55.8M	Sell	471,600 -4,612	-1%	-$546K	5.64%	3
2025 Q3	$55.8M	Sell	476,212 -6,012	-1%	-$669K	5.86%	3
2025 Q2	$51.2M	Sell	482,224 -1,636	-0.3%	-$156K	6%	3
2025 Q1	$43.7M	Buy	483,860 +1,144	+0.2%	+$113K	5.89%	3
2024 Q4	$48.5M	Buy	482,716 +14,968	+3%	+$1.47M	6.52%	3
2024 Q3	$43.9M	Buy	467,748 +4,948	+1%	+$449K	6.68%	3
2024 Q2	$42.2M	Buy	462,800 +14,704	+3%	+$1.26M	7.07%	3
2024 Q1	$37.8M	Buy	448,096 +8,944	+2%	+$721K	6.62%	4
2023 Q4	$33.3M	Buy	439,152 +12,032	+3%	+$851K	6.49%	4
2023 Q3	$28.4M	Sell	427,120 -456	-0.1%	-$31.5K	6.48%	4
2023 Q2	$29.4M	Buy	427,576 +24,216	+6%	+$1.54M	6.61%	4
2023 Q1	$24.6M	Buy	403,360 +36,404	+10%	+$2.1M	6.01%	4
2022 Q4	$19.7M	Sell	366,956 -31,120	-8%	-$1.71M	5.61%	4
2022 Q3	$20.9M	Buy	398,076 +158,324	+66%	+$9.31M	7.56%	4
2022 Q2	$13.1M	Buy	239,752 +120,488	+101%	+$7.23M	4.88%	3
2022 Q1	$7.96M	Buy	119,264 +42,932	+56%	+$2.93M	2.61%	7
2021 Q4	$5.11M	Buy	76,332 +756	+1%	+$56K	1.85%	12
2021 Q3	$5.18M	Buy	75,576 +792	+1%	+$56K	2.01%	14
2021 Q2	$5.08M	Buy	74,784 +348	+0.5%	+$22.4K	2.09%	13
2021 Q1	$4.87M	Buy	74,436 +10,748	+17%	+$654K	2.15%	12
2020 Q4	$3.84M	Buy	63,688 +5,116	+9%	+$291K	2.06%	10
2020 Q3	$3.31M	Buy	58,572 +6,800	+13%	+$358K	2.13%	11
2020 Q2	$2.48M	Buy	51,772 +10,200	+25%	+$450K	1.98%	13
2020 Q1	$1.57M	Sell	41,572 -12,564	-23%	-$541K	1.71%	16
2019 Q4	$2.38M	Buy	+54,136	New	+$2.26M	2.29%	12

Other funds holding IWF

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Relyea Zuckerberg Hanson reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.92% in Q2 2026, selling an estimated $515K and leaving 462,126 shares worth $57.4M. The position accounts for 4.78% of the portfolio, ranked #3.

Relyea Zuckerberg Hanson first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Relyea Zuckerberg Hanson held 462,126 shares of iShares Russell 1000 Growth ETF worth $57.4M as of Q2 2026.
Relyea Zuckerberg Hanson sold 4,274 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $515K.
iShares Russell 1000 Growth ETF made up 4.78% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #3 holding.
Relyea Zuckerberg Hanson first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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