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 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 $1.66T 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

Cooper/Haims Advisors's IWF Position: Q1 2026 in Review

Cooper/Haims Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 4,032 shares worth $430K. The position accounts for 0.2% of the portfolio, ranked #53.

Cooper/Haims Advisors first reported a position in IWF in Q2 2021 and has held it in 12 quarters since. The position peaked at $477K in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Cooper/Haims Advisors held 4,032 shares of iShares Russell 1000 Growth ETF worth $430K as of Q1 2026.
Cooper/Haims Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.2% of Cooper/Haims Advisors's portfolio in Q1 2026, its #53 holding.
Cooper/Haims Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 12 quarters since.
Cooper/Haims Advisors's iShares Russell 1000 Growth ETF position peaked at $477K in Q4 2025.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.