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

Evelyn Partners 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	$640K	Buy	6,008 +3,288	+121%	+$373K	0.16%	72
2025 Q4	$322K	Sell	2,720 -2,280	-46%	-$270K	0.08%	87
2025 Q3	$586K	Hold	5,000	–	–	0.13%	73
2025 Q2	$531K	Sell	5,000 -48	-1%	-$4.59K	0.13%	69
2025 Q1	$456K	Hold	5,048	–	–	0.13%	73
2024 Q4	$507K	Buy	+5,048	New	+$497K	0.14%	68

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evelyn Partners Asset Management's IWF Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 121% in Q1 2026, buying an estimated $373K and bringing the position to 6,008 shares worth $640K. The position accounts for 0.16% of the portfolio, ranked #72.

Evelyn Partners Asset Management first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. 2,445 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Evelyn Partners Asset Management held 6,008 shares of iShares Russell 1000 Growth ETF worth $640K as of Q1 2026.
Evelyn Partners Asset Management bought 3,288 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $373K.
iShares Russell 1000 Growth ETF made up 0.16% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #72 holding.
Evelyn Partners Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.