RZH
Relyea Zuckerberg Hanson’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $51.2M | Sell |
120,556
-409
| -0.3% | -$174K | 6% | 3 |
|
2025
Q1 | $43.7M | Buy |
120,965
+286
| +0.2% | +$103K | 5.89% | 3 |
|
2024
Q4 | $48.5M | Buy |
120,679
+3,742
| +3% | +$1.5M | 6.52% | 3 |
|
2024
Q3 | $43.9M | Buy |
116,937
+1,237
| +1% | +$464K | 6.68% | 3 |
|
2024
Q2 | $42.2M | Buy |
115,700
+3,676
| +3% | +$1.34M | 7.07% | 3 |
|
2024
Q1 | $37.8M | Buy |
112,024
+2,236
| +2% | +$754K | 6.62% | 4 |
|
2023
Q4 | $33.3M | Buy |
109,788
+3,008
| +3% | +$912K | 6.49% | 4 |
|
2023
Q3 | $28.4M | Sell |
106,780
-114
| -0.1% | -$30.3K | 6.48% | 4 |
|
2023
Q2 | $29.4M | Buy |
106,894
+6,054
| +6% | +$1.67M | 6.61% | 4 |
|
2023
Q1 | $24.6M | Buy |
100,840
+9,101
| +10% | +$2.22M | 6.01% | 4 |
|
2022
Q4 | $19.7M | Sell |
91,739
-7,780
| -8% | -$1.67M | 5.61% | 4 |
|
2022
Q3 | $20.9M | Buy |
99,519
+39,581
| +66% | +$8.33M | 7.56% | 4 |
|
2022
Q2 | $13.1M | Buy |
59,938
+30,122
| +101% | +$6.59M | 4.88% | 3 |
|
2022
Q1 | $7.96M | Buy |
29,816
+10,733
| +56% | +$2.87M | 2.61% | 7 |
|
2021
Q4 | $5.11M | Buy |
19,083
+189
| +1% | +$50.6K | 1.85% | 12 |
|
2021
Q3 | $5.18M | Buy |
18,894
+198
| +1% | +$54.3K | 2.01% | 14 |
|
2021
Q2 | $5.08M | Buy |
18,696
+87
| +0.5% | +$23.6K | 2.09% | 13 |
|
2021
Q1 | $4.87M | Buy |
18,609
+2,687
| +17% | +$703K | 2.15% | 12 |
|
2020
Q4 | $3.84M | Buy |
15,922
+1,279
| +9% | +$308K | 2.06% | 10 |
|
2020
Q3 | $3.31M | Buy |
14,643
+1,700
| +13% | +$384K | 2.13% | 11 |
|
2020
Q2 | $2.48M | Buy |
12,943
+2,550
| +25% | +$489K | 1.98% | 13 |
|
2020
Q1 | $1.57M | Sell |
10,393
-3,141
| -23% | -$473K | 1.71% | 16 |
|
2019
Q4 | $2.38M | Buy |
+13,534
| New | +$2.38M | 2.29% | 12 |
|