Evanson Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Evanson Asset 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 Q1	$4.17M	Buy	39,128 +16	+0%	+$1.82K	0.22%	48
2025 Q4	$4.63M	Sell	39,112 -1,292	-3%	-$153K	0.25%	45
2025 Q3	$4.73M	Buy	40,404 +20	+0%	+$2.23K	0.27%	43
2025 Q2	$4.29M	Sell	40,384 -16	-0%	-$1.53K	0.27%	45
2025 Q1	$3.65M	Buy	40,400 +6,780	+20%	+$669K	0.26%	45
2024 Q4	$3.38M	Sell	33,620 -6,700	-17%	-$659K	0.23%	49
2024 Q3	$3.78M	Buy	40,320 +32	+0.1%	+$2.9K	0.27%	46
2024 Q2	$3.67M	Buy	40,288 +24	+0.1%	+$2.05K	0.27%	45
2024 Q1	$3.39M	Buy	40,264 +28	+0.1%	+$2.26K	0.25%	48
2023 Q4	$3.05M	Sell	40,236 -588	-1%	-$41.6K	0.25%	48
2023 Q3	$2.71M	Sell	40,824 -8	-0%	-$552	0.25%	46
2023 Q2	$2.81M	Buy	40,832 +36	+0.1%	+$2.29K	0.26%	44
2023 Q1	$2.49M	Sell	40,796 -344	-0.8%	-$19.8K	0.25%	47
2022 Q4	$2.2M	Buy	41,140 +108	+0.3%	+$5.94K	0.24%	49
2022 Q3	$2.16M	Sell	41,032 -216	-0.5%	-$12.7K	0.25%	45
2022 Q2	$2.25M	Sell	41,248 -1,708	-4%	-$103K	0.25%	47
2022 Q1	$2.98M	Sell	42,956 -120	-0.3%	-$8.19K	0.29%	40
2021 Q4	$3.29M	Sell	43,076 -17,180	-29%	-$1.27M	0.29%	36
2021 Q3	$4.1M	Hold	60,256	–	–	0.42%	29
2021 Q2	$4.09M	Buy	60,256 +1,900	+3%	+$122K	0.43%	29
2021 Q1	$3.55M	Sell	58,356 -1,932	-3%	-$118K	0.52%	31
2020 Q4	$3.63M	Buy	60,288 +7,636	+15%	+$435K	0.58%	29
2020 Q3	$2.85M	Sell	52,652 -4,592	-8%	-$242K	0.52%	29
2020 Q2	$2.75M	Buy	57,244 +200	+0.4%	+$8.81K	0.54%	28
2020 Q1	$2.15M	Sell	57,044 -4,840	-8%	-$209K	0.51%	32
2019 Q4	$2.72M	Buy	61,884 +224	+0.4%	+$9.35K	0.53%	34
2019 Q3	$2.46M	Buy	61,660 +456	+0.7%	+$18.3K	0.51%	36
2019 Q2	$2.41M	Buy	61,204 +196	+0.3%	+$7.58K	0.49%	39
2019 Q1	$2.31M	Sell	61,008 -1,456	-2%	-$52.3K	0.48%	41
2018 Q4	$2.04M	Buy	62,464 +260	+0.4%	+$9.17K	0.47%	43
2018 Q3	$2.43M	Sell	62,204 -12,832	-17%	-$486K	0.49%	40
2018 Q2	$2.7M	Buy	75,036 +260	+0.3%	+$9.18K	0.54%	33
2018 Q1	$2.54M	Buy	74,776 +132	+0.2%	+$4.63K	0.52%	34
2017 Q4	$2.51M	Buy	74,644 +220	+0.3%	+$7.21K	0.51%	33
2017 Q3	$2.33M	Buy	74,424 +6,892	+10%	+$211K	0.5%	36
2017 Q2	$2.01M	Hold	67,532	–	–	0.46%	39
2017 Q1	$1.92M	Buy	67,532 +1,976	+3%	+$54.8K	0.47%	40
2016 Q4	$1.72M	Buy	65,556 +304	+0.5%	+$7.89K	0.48%	40
2016 Q3	$1.7M	Buy	65,252 +164	+0.3%	+$4.26K	0.48%	40
2016 Q2	$1.63M	Hold	65,088	–	–	0.49%	42
2016 Q1	$1.62M	Buy	65,088 +1,888	+3%	+$44.6K	0.56%	39
2015 Q4	$1.57M	Buy	63,200 +1,480	+2%	+$36.9K	0.57%	41
2015 Q3	$1.44M	Buy	61,720 +2,180	+4%	+$53.6K	0.54%	42
2015 Q2	$1.47M	Sell	59,540 -64	-0.1%	-$1.61K	0.51%	43
2015 Q1	$1.47M	Buy	59,604 +160	+0.3%	+$3.91K	0.53%	42
2014 Q4	$1.42M	Sell	59,444 -2,116	-3%	-$49.5K	0.52%	40
2014 Q3	$1.41M	Sell	61,560 -128	-0.2%	-$2.93K	0.57%	42
2014 Q2	$1.4M	Buy	61,688 +4,804	+8%	+$105K	0.54%	43
2014 Q1	$1.23M	Hold	56,884	–	–	0.54%	42
2013 Q4	$1.22M	Buy	+56,884	New	+$1.17M	0.54%	44

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evanson Asset Management's IWF Position: Q1 2026 in Review

Evanson Asset Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.04% in Q1 2026, buying an estimated $1.82K and bringing the position to 39,128 shares worth $4.17M. The position accounts for 0.22% of the portfolio, ranked #48.

Evanson Asset Management first reported a position in IWF in Q4 2013 and has held it in 50 quarters since. The position peaked at $4.73M in Q3 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Evanson Asset Management held 39,128 shares of iShares Russell 1000 Growth ETF worth $4.17M as of Q1 2026.
Evanson Asset Management bought 16 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.82K.
iShares Russell 1000 Growth ETF made up 0.22% of Evanson Asset Management's portfolio in Q1 2026, its #48 holding.
Evanson Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 50 quarters since.
Evanson Asset Management's iShares Russell 1000 Growth ETF position peaked at $4.73M in Q3 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.