Coston McIsaac & Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Coston McIsaac & Partners’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	$101K	Hold	820	–	–	0.02%	235
2026 Q1	$87K	Hold	820	–	–	0.02%	242
2025 Q4	$97K	Buy	+820	New	+$97.1K	0.02%	226
2023 Q2	–	Sell	-20	Closed	-$1K	–	804
2023 Q1	$1K	Hold	20	–	–	﹤0.01%	755
2022 Q4	$1K	Hold	20	–	–	﹤0.01%	726
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	648
2022 Q2	$1K	Buy	+20	New	+$1.2K	﹤0.01%	454

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

Coston McIsaac & Partners's IWF Position: Q2 2026 in Review

Coston McIsaac & Partners held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 820 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #235.

Coston McIsaac & Partners first reported a position in IWF in Q2 2022 and has held it in 7 quarters since. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Coston McIsaac & Partners held 820 shares of iShares Russell 1000 Growth ETF worth $101K as of Q2 2026.
Coston McIsaac & Partners left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.02% of Coston McIsaac & Partners's portfolio in Q2 2026, its #235 holding.
Coston McIsaac & Partners first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 7 quarters since.
2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.