Relyea Zuckerberg Hanson’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
