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 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

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

Cooper Financial Group's IWF Position: Q2 2026 in Review

Cooper Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 16% in Q2 2026, selling an estimated $402K and leaving 17,051 shares worth $2.12M. The position accounts for 0.18% of the portfolio, ranked #105.

Cooper Financial Group first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.95M in Q4 2020. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Cooper Financial Group held 17,051 shares of iShares Russell 1000 Growth ETF worth $2.12M as of Q2 2026.
Cooper Financial Group sold 3,333 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $402K.
iShares Russell 1000 Growth ETF made up 0.18% of Cooper Financial Group's portfolio in Q2 2026, its #105 holding.
Cooper Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
Cooper Financial Group's iShares Russell 1000 Growth ETF position peaked at $3.95M in Q4 2020.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.