Costello Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Costello Asset 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 Q2	$150K	Hold	1,204	–	–	0.04%	137
2026 Q1	$128K	Buy	+1,204	New	+$137K	0.04%	147
2022 Q3	–	Sell	-112	Closed	-$6K	–	223
2022 Q2	$6K	Hold	112	–	–	0.01%	180
2022 Q1	$8K	Sell	112 -80	-42%	-$5.46K	0.01%	179
2021 Q4	$15K	Hold	192	–	–	0.01%	164
2021 Q3	$13K	Hold	192	–	–	0.01%	166
2021 Q2	$13K	Hold	192	–	–	0.01%	163
2021 Q1	$12K	Hold	192	–	–	0.01%	180
2020 Q4	$12K	Hold	192	–	–	0.01%	169
2020 Q3	$10K	Hold	192	–	–	0.01%	156
2020 Q2	$9K	Buy	+192	New	+$8.46K	0.01%	161

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

Costello Asset Management's IWF Position: Q2 2026 in Review

Costello Asset Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 1,204 shares worth $150K. The position accounts for 0.04% of the portfolio, ranked #137.

Costello Asset Management first reported a position in IWF in Q2 2020 and has held it in 11 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Costello Asset Management held 1,204 shares of iShares Russell 1000 Growth ETF worth $150K as of Q2 2026.
Costello Asset Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.04% of Costello Asset Management's portfolio in Q2 2026, its #137 holding.
Costello Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 11 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.