JWCA
IWF icon

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

J.W. Coons 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
2025
Q2 		$910K Hold
8,568
– – 0.21% 106
2025
Q1 		$774K Sell
8,568
-600
-7% -$59.2K 0.2% 109
2024
Q4 		$920K Hold
9,168
– – 0.24% 97
2024
Q3 		$860K Hold
9,168
– – 0.21% 105
2024
Q2 		$835K Buy
9,168
+364
+4% +$31.1K 0.2% 103
2024
Q1 		$742K Hold
8,804
– – 0.17% 114
2023
Q4 		$667K Sell
8,804
-236
-3% -$16.7K 0.18% 120
2023
Q3 		$601K Sell
9,040
-200
-2% -$13.8K 0.17% 123
2023
Q2 		$636K Hold
9,240
– – 0.17% 125
2023
Q1 		$564K Sell
9,240
-1,356
-13% -$78.1K 0.16% 135
2022
Q4 		$567K Buy
10,596
+8
+0.1% +$440 0.17% 129
2022
Q3 		$557K Sell
10,588
-1,196
-10% -$70.3K 0.21% 124
2022
Q2 		$644K Sell
11,784
-616
-5% -$37K 0.23% 118
2022
Q1 		$860K Buy
12,400
+4
+0% +$273 0.26% 104
2021
Q4 		$946K Buy
12,396
+2,620
+27% +$194K 0.29% 93
2021
Q3 		$669K Buy
9,776
+4
+0% +$283 0.23% 112
2021
Q2 		$663K Buy
9,772
+4
+0% +$258 0.23% 112
2021
Q1 		$592K Sell
9,768
-224
-2% -$13.6K 0.21% 122
2020
Q4 		$602K Sell
9,992
-532
-5% -$30.3K 0.23% 110
2020
Q3 		$571K Buy
10,524
+4
+0% +$211 0.24% 115
2020
Q2 		$504K Buy
10,520
+132
+1% +$5.82K 0.22% 115
2020
Q1 		$392K Buy
+10,388
New +$448K 0.21% 121

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

J.W. Coons Advisors's IWF Position: Q2 2025 in Review

J.W. Coons Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2025 at 8,568 shares worth $910K. The position accounts for 0.21% of the portfolio, ranked #106.

J.W. Coons Advisors first reported a position in IWF in Q1 2020 and has held it in 22 quarters since. The position peaked at $946K in Q4 2021. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

  • J.W. Coons Advisors held 8,568 shares of iShares Russell 1000 Growth ETF worth $910K as of Q2 2025.
  • J.W. Coons Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2025.
  • iShares Russell 1000 Growth ETF made up 0.21% of J.W. Coons Advisors's portfolio in Q2 2025, its #106 holding.
  • J.W. Coons Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's iShares Russell 1000 Growth ETF position peaked at $946K in Q4 2021.
  • 2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.