JWCA
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J.W. Cole Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

J.W. Cole Advisors’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 		$12M Buy
+96,570
New +$11.6M 0.21% 105
2026
Q1 		– Sell
-104,300
Closed -$10.7M – 1122
2025
Q4 		$10.7M Buy
104,300
+2,896
+3% +$343K 0.26% 76
2025
Q3 		$11.9M Buy
101,404
+192
+0.2% +$21.4K 0.23% 83
2025
Q2 		$10.7M Buy
101,212
+17,612
+21% +$1.68M 0.23% 85
2025
Q1 		$7.55M Sell
83,600
-712
-0.8% -$70.2K 0.23% 86
2024
Q4 		$8.46M Buy
84,312
+444
+0.5% +$43.7K 0.34% 54
2024
Q3 		$7.87M Buy
83,868
+1,180
+1% +$107K 0.33% 57
2024
Q2 		$7.53M Sell
82,688
-36
-0% -$3.07K 0.35% 52
2024
Q1 		$6.97M Buy
82,724
+4,784
+6% +$385K 0.35% 57
2023
Q4 		$5.91M Buy
77,940
+3,920
+5% +$277K 0.35% 64
2023
Q3 		$4.92M Sell
74,020
-136
-0.2% -$9.39K 0.36% 59
2023
Q2 		$5.1M Sell
74,156
-700
-0.9% -$44.5K 0.36% 56
2023
Q1 		$4.57M Buy
74,856
+1,624
+2% +$93.6K 0.33% 71
2022
Q4 		$3.92M Buy
73,232
+5,232
+8% +$288K 0.3% 77
2022
Q3 		$3.58M Buy
68,000
+14,648
+27% +$861K 0.3% 79
2022
Q2 		$2.92M Buy
53,352
+7,920
+17% +$475K 0.23% 106
2022
Q1 		$3.15M Buy
45,432
+1,852
+4% +$126K 0.21% 118
2021
Q4 		$3.33M Buy
+43,580
New +$3.23M 0.22% 112
2021
Q3 		– Sell
-37,028
Closed -$2.51M – 613
2021
Q2 		$2.51M Buy
37,028
+5,636
+18% +$363K 0.2% 115
2021
Q1 		$1.91M Sell
31,392
-2,792
-8% -$170K 0.18% 134
2020
Q4 		$2.06M Buy
34,184
+4,840
+16% +$275K 0.21% 112
2020
Q3 		$1.59M Sell
29,344
-34,196
-54% -$1.8M 0.12% 179
2020
Q2 		$3.05M Buy
63,540
+47,036
+285% +$2.07M 0.46% 58
2020
Q1 		$622K Sell
16,504
-51,588
-76% -$2.22M 1.2% 20
2019
Q4 		$3M Buy
+68,092
New +$2.84M 0.38% 63

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

J.W. Cole Advisors's IWF Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 96,570 shares worth $12M. The stake represents 0.21% of the portfolio and ranks #105 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IWF as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IWF in Q4 2019 and has held it in 25 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • J.W. Cole Advisors held 96,570 shares of iShares Russell 1000 Growth ETF worth $12M as of Q2 2026.
  • iShares Russell 1000 Growth ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.21% of J.W. Cole Advisors's portfolio in Q2 2026, its #105 holding.
  • J.W. Cole Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • 2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.