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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cooksen Wealth's IWF Position: Q1 2026 in Review

Cooksen Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 7.6% in Q1 2026, buying an estimated $1.64M and bringing the position to 203,964 shares worth $21.7M. The position accounts for 15.79% of the portfolio, ranked #1.

Cooksen Wealth first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $22.4M in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Cooksen Wealth held 203,964 shares of iShares Russell 1000 Growth ETF worth $21.7M as of Q1 2026.
Cooksen Wealth bought 14,448 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.64M.
iShares Russell 1000 Growth ETF made up 15.79% of Cooksen Wealth's portfolio in Q1 2026, its #1 holding.
Cooksen Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Cooksen Wealth's iShares Russell 1000 Growth ETF position peaked at $22.4M in Q4 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Cooksen Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.