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Cooper Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cooper Financial Group’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 		$2.15M Buy
17,166
+115
+0.7% +$14.1K 0.17% 99
2026
Q2 		$2.12M Sell
17,051
-3,333
-16% -$402K 0.18% 105
2026
Q1 		$2.17M Sell
20,384
-604
-3% -$68.6K 0.22% 88
2025
Q4 		$2.48M Sell
20,988
-620
-3% -$73.4K 0.26% 67
2025
Q3 		$2.53M Sell
21,608
-308
-1% -$34.3K 0.28% 59
2025
Q2 		$2.33M Sell
21,916
-1,132
-5% -$108K 0.27% 64
2025
Q1 		$2.08M Sell
23,048
-2,252
-9% -$222K 0.27% 71
2024
Q4 		$2.54M Sell
25,300
-1,320
-5% -$130K 0.31% 58
2024
Q3 		$2.5M Sell
26,620
-2,560
-9% -$232K 0.32% 60
2024
Q2 		$2.66M Sell
29,180
-2,300
-7% -$196K 0.39% 44
2024
Q1 		$2.65M Sell
31,480
-76
-0.2% -$6.12K 0.44% 37
2023
Q4 		$2.39M Buy
31,556
+16
+0.1% +$1.13K 0.43% 40
2023
Q3 		$2.1M Sell
31,540
-2,512
-7% -$173K 0.5% 38
2023
Q2 		$2.34M Sell
34,052
-1,812
-5% -$115K 0.58% 34
2023
Q1 		$2.19M Sell
35,864
-564
-2% -$32.5K 0.59% 31
2022
Q4 		$1.95M Sell
36,428
-288
-0.8% -$15.8K 0.6% 34
2022
Q3 		$1.93M Sell
36,716
-5,716
-13% -$336K 0.69% 29
2022
Q2 		$2.32M Sell
42,432
-1,804
-4% -$108K 0.84% 25
2022
Q1 		$3.07M Sell
44,236
-3,532
-7% -$241K 1.17% 17
2021
Q4 		$3.65M Sell
47,768
-1,148
-2% -$85.1K 1.38% 12
2021
Q3 		$3.35M Sell
48,916
-312
-0.6% -$22.1K 0.7% 26
2021
Q2 		$3.34M Buy
49,228
+176
+0.4% +$11.3K 0.68% 27
2021
Q1 		$2.98M Sell
49,052
-16,500
-25% -$1M 0.67% 27
2020
Q4 		$3.95M Buy
65,552
+11,028
+20% +$628K 0.81% 26
2020
Q3 		$2.96M Sell
54,524
-3,548
-6% -$187K 0.85% 24
2020
Q2 		$2.79M Buy
58,072
+2,816
+5% +$124K 0.9% 24
2020
Q1 		$2.08M Sell
55,256
-4,632
-8% -$200K 0.87% 21
2019
Q4 		$2.63M Sell
59,888
-3,652
-6% -$152K 1.05% 19
2019
Q3 		$2.54M Buy
63,540
+3,264
+5% +$131K 1.14% 19
2019
Q2 		$2.37M Buy
60,276
+5,220
+9% +$202K 1.15% 19
2019
Q1 		$2.08M Buy
55,056
+3,540
+7% +$127K 1.15% 20
2018
Q4 		$1.69M Buy
+51,516
New +$1.82M 1.14% 21

Other funds holding IWF

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Cooper Financial Group's IWF Position: Q3 2026 in Review

Cooper Financial Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.67% in Q3 2026, buying an estimated $14.1K and bringing the position to 17,166 shares worth $2.15M. The position accounts for 0.17% of the portfolio, ranked #99.

Cooper Financial Group first reported a position in IWF in Q4 2018 and has held it in 32 quarters since. The position peaked at $3.95M in Q4 2020. 154 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Cooper Financial Group held 17,166 shares of iShares Russell 1000 Growth ETF worth $2.15M as of Q3 2026.
  • Cooper Financial Group bought 115 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $14.1K.
  • iShares Russell 1000 Growth ETF made up 0.17% of Cooper Financial Group's portfolio in Q3 2026, its #99 holding.
  • Cooper Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 32 quarters since.
  • Cooper Financial Group's iShares Russell 1000 Growth ETF position peaked at $3.95M in Q4 2020.
  • 154 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.