Cox Capital Management
IWF icon

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
Q3 		$276K Hold
2,204
– – 0.15% 66
2026
Q2 		$274K Hold
2,204
– – 0.15% 73
2026
Q1 		$235K Buy
+2,204
New +$250K 0.16% 67

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Commonwealth Equity Services
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Bank of New York Mellon
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US Bancorp
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Fifth Third Bancorp
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GLOBALT Investments
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71 West Capital Partners
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Cox Capital Management's IWF Position: Q3 2026 in Review

Cox Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 2,204 shares worth $276K. The position accounts for 0.15% of the portfolio, ranked #66.

Cox Capital Management first reported a position in IWF in Q1 2026 and has held it in 3 quarters since. 1,625 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Cox Capital Management held 2,204 shares of iShares Russell 1000 Growth ETF worth $276K as of Q3 2026.
  • Cox Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.15% of Cox Capital Management's portfolio in Q3 2026, its #66 holding.
  • Cox Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • 1,625 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Cox Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.