Cooksen Wealth
IWF icon

Cooksen Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cooksen Wealth’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
Q3 		$26.8M Buy
209,548
+3,074
+1% +$376K 16.43% 1
2026
Q2 		$25.6M Buy
206,474
+2,510
+1% +$303K 16.16% 1
2026
Q1 		$21.7M Buy
203,964
+14,448
+8% +$1.64M 15.79% 1
2025
Q4 		$22.4M Sell
189,516
-280
-0.1% -$33.2K 16.4% 1
2025
Q3 		$22.2M Buy
189,796
+3,568
+2% +$397K 16.59% 1
2025
Q2 		$19.8M Buy
186,228
+16,132
+9% +$1.54M 15.88% 1
2025
Q1 		$14.3M Sell
170,096
-7,656
-4% -$755K 14.54% 1
2024
Q4 		$17.8M Buy
177,752
+392
+0.2% +$38.6K 16.41% 1
2024
Q3 		$16.6M Buy
177,360
+7,152
+4% +$648K 15.56% 1
2024
Q2 		$15.5M Buy
170,208
+112
+0.1% +$9.6K 15.65% 1
2024
Q1 		$14.3M Buy
170,096
+4,036
+2% +$325K 14.91% 1
2023
Q4 		$12.6M Buy
+166,060
New +$11.7M 14.29% 1

Other funds holding IWF

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Simon Quick Advisors
Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Cooksen Wealth's IWF Position: Q3 2026 in Review

Cooksen Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.5% in Q3 2026, buying an estimated $376K and bringing the position to 209,548 shares worth $26.8M. The position accounts for 16.43% of the portfolio, ranked #1.

Cooksen Wealth first reported a position in IWF in Q4 2023 and has held it in 12 quarters since. 946 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Cooksen Wealth held 209,548 shares of iShares Russell 1000 Growth ETF worth $26.8M as of Q3 2026.
  • Cooksen Wealth bought 3,074 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $376K.
  • iShares Russell 1000 Growth ETF made up 16.43% of Cooksen Wealth's portfolio in Q3 2026, its #1 holding.
  • Cooksen Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 946 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Cooksen Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.