Evercore Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Evercore Wealth 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 Q2	$28.6M	Sell	230,399 -8,569	-4%	-$1.03M	0.4%	50
2026 Q1	$25.5M	Sell	238,968 -7,736	-3%	-$878K	0.4%	48
2025 Q4	$29.2M	Buy	246,704 +13,180	+6%	+$1.56M	0.43%	49
2025 Q3	$27.3M	Buy	233,524 +624	+0.3%	+$69.5K	0.4%	46
2025 Q2	$24.7M	Buy	232,900 +3,512	+2%	+$336K	0.38%	46
2025 Q1	$20.7M	Buy	229,388 +4,664	+2%	+$460K	0.33%	49
2024 Q4	$22.6M	Buy	224,724 +2,616	+1%	+$257K	0.34%	50
2024 Q3	$20.8M	Sell	222,108 -9,888	-4%	-$896K	0.31%	47
2024 Q2	$21.1M	Sell	231,996 -2,436	-1%	-$208K	0.33%	48
2024 Q1	$19.8M	Sell	234,432 -19,444	-8%	-$1.57M	0.31%	49
2023 Q4	$19.2M	Buy	253,876 +3,252	+1%	+$230K	0.32%	50
2023 Q3	$16.7M	Sell	250,624 -692	-0.3%	-$47.8K	0.31%	50
2023 Q2	$17.3M	Buy	251,316 +7,676	+3%	+$488K	0.32%	50
2023 Q1	$14.9M	Sell	243,640 -4,540	-2%	-$262K	0.3%	53
2022 Q4	$13.3M	Sell	248,180 -23,304	-9%	-$1.28M	0.28%	57
2022 Q3	$14.3M	Sell	271,484 -5,436	-2%	-$320K	0.32%	52
2022 Q2	$15.1M	Sell	276,920 -9,228	-3%	-$554K	0.32%	53
2022 Q1	$19.9M	Sell	286,148 -1,952	-0.7%	-$133K	0.35%	48
2021 Q4	$22M	Sell	288,100 -756	-0.3%	-$56K	0.36%	50
2021 Q3	$19.8M	Buy	288,856 +40	+0%	+$2.83K	0.36%	50
2021 Q2	$19.6M	Sell	288,816 -7,928	-3%	-$511K	0.36%	47
2021 Q1	$18M	Sell	296,744 -4,020	-1%	-$245K	0.36%	48
2020 Q4	$18.1M	Buy	300,764 +4,508	+2%	+$257K	0.39%	47
2020 Q3	$16.1M	Buy	296,256 +44	+0%	+$2.32K	0.39%	48
2020 Q2	$14.2M	Sell	296,212 -38,212	-11%	-$1.68M	0.38%	51
2020 Q1	$12.6M	Sell	334,424 -48,896	-13%	-$2.11M	0.42%	50
2019 Q4	$16.9M	Buy	383,320 +10,604	+3%	+$443K	0.45%	48
2019 Q3	$14.9M	Buy	372,716 +22,000	+6%	+$882K	0.44%	51
2019 Q2	$13.8M	Sell	350,716 -58,608	-14%	-$2.27M	0.42%	53
2019 Q1	$15.5M	Buy	409,324 +98,988	+32%	+$3.56M	0.5%	48
2018 Q4	$10.2M	Buy	310,336 +28,732	+10%	+$1.01M	0.38%	54
2018 Q3	$11M	Sell	281,604 -8,216	-3%	-$311K	0.35%	59
2018 Q2	$10.4M	Buy	289,820 +16,432	+6%	+$580K	0.36%	59
2018 Q1	$9.3M	Sell	273,388 -3,608	-1%	-$126K	0.36%	58
2017 Q4	$9.33M	Sell	276,996 -4,812	-2%	-$158K	0.35%	58
2017 Q3	$8.81M	Sell	281,808 -2,628	-0.9%	-$80.4K	0.34%	60
2017 Q2	$8.46M	Sell	284,436 -7,224	-2%	-$212K	0.33%	63
2017 Q1	$8.3M	Sell	291,660 -4,196	-1%	-$116K	0.32%	64
2016 Q4	$7.76M	Sell	295,856 -9,208	-3%	-$239K	0.32%	67
2016 Q3	$7.95M	Buy	305,064 +18,380	+6%	+$478K	0.33%	63
2016 Q2	$7.19M	Sell	286,684 -22,572	-7%	-$564K	0.32%	64
2016 Q1	$7.71M	Buy	309,256 +9,960	+3%	+$235K	0.34%	60
2015 Q4	$7.44M	Buy	299,296 +80,400	+37%	+$2.01M	0.35%	67
2015 Q3	$5.09M	Sell	218,896 -8,736	-4%	-$215K	0.24%	89
2015 Q2	$5.63M	Sell	227,632 -4,788	-2%	-$120K	0.25%	87
2015 Q1	$5.75M	Buy	232,420 +14,764	+7%	+$361K	0.26%	86
2014 Q4	$5.2M	Buy	217,656 +3,040	+1%	+$71.1K	0.26%	87
2014 Q3	$4.92M	Sell	214,616 -4,428	-2%	-$101K	0.25%	90
2014 Q2	$4.98M	Sell	219,044 -6,140	-3%	-$135K	0.26%	90
2014 Q1	$4.87M	Sell	225,184 -8,240	-4%	-$177K	0.27%	88
2013 Q4	$5.02M	Buy	233,424 +5,580	+2%	+$114K	0.28%	95
2013 Q3	$4.46M	Buy	227,844 +18,268	+9%	+$350K	0.26%	101
2013 Q2	$3.81M	Buy	+209,576	New	+$3.84M	0.22%	113

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Evercore Wealth Management's IWF Position: Q2 2026 in Review

Evercore Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.6% in Q2 2026, selling an estimated $1.03M and leaving 230,399 shares worth $28.6M. The position accounts for 0.4% of the portfolio, ranked #50.

Evercore Wealth Management first reported a position in IWF in Q2 2013 and has held it in 53 quarters since. The position peaked at $29.2M in Q4 2025. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Evercore Wealth Management held 230,399 shares of iShares Russell 1000 Growth ETF worth $28.6M as of Q2 2026.
Evercore Wealth Management sold 8,569 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.03M.
iShares Russell 1000 Growth ETF made up 0.4% of Evercore Wealth Management's portfolio in Q2 2026, its #50 holding.
Evercore Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
Evercore Wealth Management's iShares Russell 1000 Growth ETF position peaked at $29.2M in Q4 2025.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.