Cordatus Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cordatus Wealth Management’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	$5.33M	Sell	50,036 -2,200	-4%	-$250K	1.27%	17
2025 Q4	$6.18M	Sell	52,236 -289,164	-85%	-$34.3M	1.43%	14
2025 Q3	$40M	Buy	341,400 +364	+0.1%	+$40.5K	9.43%	1
2025 Q2	$36.2M	Buy	341,036 +276,256	+426%	+$26.4M	8.9%	1
2025 Q1	$5.85M	Sell	64,780 -94,060	-59%	-$9.28M	1.6%	12
2024 Q4	$15.9M	Buy	158,840 +152,296	+2,327%	+$15M	4.21%	4
2024 Q3	$614K	Sell	6,544 -142,024	-96%	-$12.9M	0.22%	72
2024 Q2	$13.5M	Buy	+148,568	New	+$12.7M	5.08%	3
2023 Q3	–	Sell	-37,960	Closed	-$2.61M	–	96
2023 Q2	$2.61M	Buy	+37,960	New	+$2.41M	0.98%	32
2022 Q4	–	Sell	-12,928	Closed	-$680K	–	69
2022 Q3	$680K	Buy	+12,928	New	+$760K	0.72%	41
2022 Q2	–	Sell	-34,244	Closed	-$2.38M	–	150
2022 Q1	$2.38M	Buy	+34,244	New	+$2.34M	0.84%	35

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

Cordatus Wealth Management's IWF Position: Q1 2026 in Review

Cordatus Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.2% in Q1 2026, selling an estimated $250K and leaving 50,036 shares worth $5.33M. The position accounts for 1.27% of the portfolio, ranked #17.

Cordatus Wealth Management first reported a position in IWF in Q1 2022 and has held it in 11 quarters since. The position peaked at $40M in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Cordatus Wealth Management held 50,036 shares of iShares Russell 1000 Growth ETF worth $5.33M as of Q1 2026.
Cordatus Wealth Management sold 2,200 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $250K.
iShares Russell 1000 Growth ETF made up 1.27% of Cordatus Wealth Management's portfolio in Q1 2026, its #17 holding.
Cordatus Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 11 quarters since.
Cordatus Wealth Management's iShares Russell 1000 Growth ETF position peaked at $40M in Q3 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.