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Cox Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cox Capital 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 		$274K Hold
2,204
– – 0.15% 73
2026
Q1 		$235K Buy
+2,204
New +$250K 0.16% 67

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
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
SP
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
OC
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

Cox Capital Management's IWF Position: Q2 2026 in Review

Cox Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,204 shares worth $274K. The position accounts for 0.15% of the portfolio, ranked #73.

Cox Capital Management first reported a position in IWF in Q1 2026 and has held it in 2 quarters since. 1,259 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Cox Capital Management held 2,204 shares of iShares Russell 1000 Growth ETF worth $274K as of Q2 2026.
  • Cox Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.15% of Cox Capital Management's portfolio in Q2 2026, its #73 holding.
  • Cox Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,259 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Cox Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.