Relyea Zuckerberg Hanson’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.8M	Sell	7,101 -398	-5%	-$145K	0.23%	64
2026 Q1	$2.35M	Sell	7,499 -438	-6%	-$146K	0.24%	63
2025 Q4	$2.56M	Sell	7,937 -372	-4%	-$121K	0.26%	63
2025 Q3	$2.66M	Sell	8,309 -207	-2%	-$62.4K	0.28%	58
2025 Q2	$2.43M	Sell	8,516 -75	-0.9%	-$19.7K	0.29%	57
2025 Q1	$2.2M	Sell	8,591 -295	-3%	-$83.3K	0.3%	53
2024 Q4	$2.56M	Buy	8,886 +520	+6%	+$154K	0.34%	52
2024 Q3	$2.38M	Sell	8,366 -384	-4%	-$105K	0.36%	43
2024 Q2	$2.3M	Sell	8,750 -482	-5%	-$125K	0.39%	41
2024 Q1	$2.5M	Sell	9,232 -659	-7%	-$168K	0.44%	40
2023 Q4	$2.49M	Sell	9,891 -750	-7%	-$169K	0.49%	36
2023 Q3	$2.39M	Sell	10,641 -991	-9%	-$237K	0.54%	32
2023 Q2	$2.82M	Buy	11,632 +134	+1%	+$30.7K	0.63%	27
2023 Q1	$2.61M	Sell	11,498 -4,130	-26%	-$945K	0.64%	29
2022 Q4	$3.35M	Sell	15,628 -3,150	-17%	-$690K	0.96%	21
2022 Q3	$3.88M	Buy	18,778 +210	+1%	+$47.3K	1.4%	18
2022 Q2	$3.83M	Buy	18,568 +1,820	+11%	+$406K	1.43%	19
2022 Q1	$4.17M	Buy	16,748 +8,849	+112%	+$2.26M	1.37%	17
2021 Q4	$1.95M	Buy	7,899 +433	+6%	+$130K	0.71%	25
2021 Q3	$2.19M	Sell	7,466 -1,283	-15%	-$385K	0.85%	22
2021 Q2	$2.73M	Buy	8,749 +20	+0.2%	+$6.02K	1.12%	20
2021 Q1	$2.73M	Buy	8,729 +1,577	+22%	+$489K	1.21%	17
2020 Q4	$2.05M	Buy	7,152 +116	+2%	+$29.6K	1.1%	20
2020 Q3	$1.69M	Sell	7,036 -350	-5%	-$76.6K	1.09%	22
2020 Q2	$1.53M	Buy	7,386 +2,822	+62%	+$528K	1.22%	20
2020 Q1	$722K	Sell	4,564 -717	-14%	-$142K	0.79%	33
2019 Q4	$1.13M	Buy	+5,281	New	+$1.07M	1.09%	23

Other funds holding IWO

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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Relyea Zuckerberg Hanson reduced its iShares Russell 2000 Growth ETF (IWO) stake by 5.3% in Q2 2026, selling an estimated $145K and leaving 7,101 shares worth $2.8M. The position accounts for 0.23% of the portfolio, ranked #64.

Relyea Zuckerberg Hanson first reported a position in IWO in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.17M in Q1 2022. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Relyea Zuckerberg Hanson held 7,101 shares of iShares Russell 2000 Growth ETF worth $2.8M as of Q2 2026.
Relyea Zuckerberg Hanson sold 398 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $145K.
iShares Russell 2000 Growth ETF made up 0.23% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #64 holding.
Relyea Zuckerberg Hanson first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
Relyea Zuckerberg Hanson's iShares Russell 2000 Growth ETF position peaked at $4.17M in Q1 2022.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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