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 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%	+$9.56K	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

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

Cooksen Wealth's IWF Position: Q2 2026 in Review

Cooksen Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.2% in Q2 2026, buying an estimated $303K and bringing the position to 206,474 shares worth $25.6M. The position accounts for 16.16% of the portfolio, ranked #1.

Cooksen Wealth first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Cooksen Wealth held 206,474 shares of iShares Russell 1000 Growth ETF worth $25.6M as of Q2 2026.
Cooksen Wealth bought 2,510 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $303K.
iShares Russell 1000 Growth ETF made up 16.16% of Cooksen Wealth's portfolio in Q2 2026, its #1 holding.
Cooksen Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Cooksen Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.