Cove Private Wealth
IWF icon

Cove Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cove Private Wealth’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
Q3 		$9.6M Buy
76,391
+10,147
+15% +$1.24M 1.68% 14
2026
Q2 		$8.23M Buy
66,244
+11,888
+22% +$1.43M 1.59% 14
2026
Q1 		$5.79M Buy
54,356
+24,596
+83% +$2.79M 1.32% 13
2025
Q4 		$3.52M Buy
29,760
+800
+3% +$94.8K 1.05% 19
2025
Q3 		$3.39M Hold
28,960
– – 1.07% 19
2025
Q2 		$3.07M Hold
28,960
– – 1.08% 19
2025
Q1 		$2.61M Buy
28,960
+760
+3% +$75K 1.37% 16
2024
Q4 		$2.83M Buy
28,200
+24,460
+654% +$2.41M 1.7% 11
2024
Q3 		$351K Buy
3,740
+200
+6% +$18.1K 0.27% 63
2024
Q2 		$323K Buy
3,540
+300
+9% +$25.6K 0.26% 65
2024
Q1 		$273K Hold
3,240
– – 0.23% 71
2023
Q4 		$246K Buy
+3,240
New +$229K 0.23% 72

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Cove Private Wealth's IWF Position: Q3 2026 in Review

Cove Private Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 15% in Q3 2026, buying an estimated $1.24M and bringing the position to 76,391 shares worth $9.6M. The position accounts for 1.68% of the portfolio, ranked #14.

Cove Private Wealth first reported a position in IWF in Q4 2023 and has held it in 12 quarters since. 1,196 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Cove Private Wealth held 76,391 shares of iShares Russell 1000 Growth ETF worth $9.6M as of Q3 2026.
  • Cove Private Wealth bought 10,147 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $1.24M.
  • iShares Russell 1000 Growth ETF made up 1.68% of Cove Private Wealth's portfolio in Q3 2026, its #14 holding.
  • Cove Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,196 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.