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 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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Cove Private Wealth's IWF Position: Q2 2026 in Review

Cove Private Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 22% in Q2 2026, buying an estimated $1.43M and bringing the position to 66,244 shares worth $8.23M. The position accounts for 1.59% of the portfolio, ranked #14.

Cove Private Wealth first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 1,227 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Cove Private Wealth held 66,244 shares of iShares Russell 1000 Growth ETF worth $8.23M as of Q2 2026.
Cove Private Wealth bought 11,888 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.43M.
iShares Russell 1000 Growth ETF made up 1.59% of Cove Private Wealth's portfolio in Q2 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 11 quarters since.
1,227 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.