EK
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Evensky & Katz’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Evensky & Katz’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 		– Sell
-9,040
Closed -$816K – 77
2025
Q1 		$816K Sell
9,040
-2,132
-19% -$210K 0.05% 55
2024
Q4 		$1.12M Sell
11,172
-48
-0.4% -$4.72K 0.07% 51
2024
Q3 		$1.05M Sell
11,220
-824
-7% -$74.7K 0.07% 52
2024
Q2 		$1.1M Buy
12,044
+12
+0.1% +$1.02K 0.08% 51
2024
Q1 		$1.01M Sell
12,032
-928
-7% -$74.8K 0.07% 53
2023
Q4 		$982K Sell
12,960
-80
-0.6% -$5.66K 0.07% 54
2023
Q3 		$867K Sell
13,040
-1,444
-10% -$99.7K 0.07% 51
2023
Q2 		$996K Sell
14,484
-2,300
-14% -$146K 0.08% 52
2023
Q1 		$1.02M Sell
16,784
-544
-3% -$31.3K 0.08% 50
2022
Q4 		$928K Buy
17,328
+2,628
+18% +$145K 0.08% 53
2022
Q3 		$773K Buy
14,700
+36
+0.2% +$2.12K 0.09% 51
2022
Q2 		$802K Buy
14,664
+24
+0.2% +$1.44K 0.09% 53
2022
Q1 		$1.02M Sell
14,640
-68
-0.5% -$4.64K 0.1% 46
2021
Q4 		$1.12M Buy
14,708
+20
+0.1% +$1.48K 0.11% 44
2021
Q3 		$1.01M Sell
14,688
-1,148
-7% -$81.2K 0.11% 43
2021
Q2 		$1.07M Sell
15,836
-1,580
-9% -$102K 0.11% 41
2021
Q1 		$1.06M Sell
17,416
-7,976
-31% -$485K 0.12% 41
2020
Q4 		$1.53M Buy
25,392
+112
+0.4% +$6.38K 0.19% 34
2020
Q3 		$1.37M Buy
25,280
+48
+0.2% +$2.53K 0.19% 36
2020
Q2 		$1.21M Buy
25,232
+44
+0.2% +$1.94K 0.17% 37
2020
Q1 		$949K Sell
25,188
-340
-1% -$14.7K 0.15% 43
2019
Q4 		$1.12M Sell
25,528
-1,500
-6% -$62.6K 0.16% 42
2019
Q3 		$1.08M Buy
27,028
+68
+0.3% +$2.73K 0.15% 51
2019
Q2 		$1.06M Sell
26,960
-2,196
-8% -$85K 0.15% 50
2019
Q1 		$1.1M Buy
+29,156
New +$1.05M 0.15% 48

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

Evensky & Katz's IWF Position: Q2 2025 in Review

Evensky & Katz sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2025, closing a stake of 9,040 shares — an estimated $816K sold.

Evensky & Katz first reported a position in IWF in Q1 2019 and held it in 25 quarters. The position peaked at $1.53M in Q4 2020. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

  • Evensky & Katz reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Evensky & Katz sold 9,040 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $816K.
  • Evensky & Katz first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and held it in 25 quarters.
  • Evensky & Katz's iShares Russell 1000 Growth ETF position peaked at $1.53M in Q4 2020.
  • 2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Evensky & Katz's 13F filing for Q2 2025, filed 22 Jul 2025.