Cooper/Haims Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cooper/Haims Advisors’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	$500K	Sell	4,031 -1	-0%	-$121	0.22%	50
2026 Q1	$430K	Hold	4,032	–	–	0.2%	53
2025 Q4	$477K	Hold	4,032	–	–	0.22%	48
2025 Q3	$472K	Hold	4,032	–	–	0.22%	47
2025 Q2	$428K	Hold	4,032	–	–	0.21%	47
2025 Q1	$364K	Sell	4,032 -396	-9%	-$39.1K	0.2%	49
2024 Q4	$444K	Hold	4,428	–	–	0.25%	41
2024 Q3	$415K	Buy	4,428 +1,680	+61%	+$152K	0.23%	44
2024 Q2	$250K	Hold	2,748	–	–	0.14%	72
2024 Q1	$231K	Hold	2,748	–	–	0.13%	73
2023 Q4	$208K	Buy	+2,748	New	+$194K	0.12%	73
2022 Q1	–	Sell	-2,808	Closed	-$214K	–	84
2021 Q4	$214K	Buy	+2,808	New	+$208K	0.13%	72
2021 Q3	–	Sell	-4,924	Closed	-$334K	–	86
2021 Q2	$334K	Buy	+4,924	New	+$317K	0.22%	54

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/Haims Advisors's IWF Position: Q2 2026 in Review

Cooper/Haims Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.02% in Q2 2026, selling an estimated $121 and leaving 4,031 shares worth $500K. The position accounts for 0.22% of the portfolio, ranked #50.

Cooper/Haims Advisors first reported a position in IWF in Q2 2021 and has held it in 13 quarters since. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Cooper/Haims Advisors held 4,031 shares of iShares Russell 1000 Growth ETF worth $500K as of Q2 2026.
Cooper/Haims Advisors sold 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
iShares Russell 1000 Growth ETF made up 0.22% of Cooper/Haims Advisors's portfolio in Q2 2026, its #50 holding.
Cooper/Haims Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 13 quarters since.
2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.