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Evergreen Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Evergreen Capital 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 		$2.65M Sell
24,884
-2,000
-7% -$227K 0.06% 279
2025
Q4 		$3.18M Buy
26,884
+6,088
+29% +$721K 0.07% 240
2025
Q3 		$2.44M Hold
20,796
– – 0.06% 258
2025
Q2 		$2.21M Hold
20,796
– – 0.07% 248
2025
Q1 		$1.88M Buy
20,796
+2,692
+15% +$266K 0.06% 261
2024
Q4 		$1.82M Hold
18,104
– – 0.06% 261
2024
Q3 		$1.7M Hold
18,104
– – 0.06% 272
2024
Q2 		$1.65M Sell
18,104
-296
-2% -$25.3K 0.06% 255
2024
Q1 		$1.55M Sell
18,400
-1,184
-6% -$95.4K 0.06% 254
2023
Q4 		$1.48M Buy
19,584
+1,056
+6% +$74.7K 0.06% 251
2023
Q3 		$1.23M Hold
18,528
– – 0.05% 266
2023
Q2 		$1.27M Sell
18,528
-1,432
-7% -$91.1K 0.05% 264
2023
Q1 		$1.22M Buy
19,960
+2,032
+11% +$117K 0.05% 265
2022
Q4 		$960K Hold
17,928
– – 0.05% 281
2022
Q3 		$943K Sell
17,928
-212
-1% -$12.5K 0.05% 265
2022
Q2 		$992K Sell
18,140
-2,236
-11% -$134K 0.05% 251
2022
Q1 		$1.41M Buy
20,376
+564
+3% +$38.5K 0.06% 251
2021
Q4 		$1.51M Buy
19,812
+8
+0% +$593 0.06% 245
2021
Q3 		$1.36M Hold
19,804
– – 0.06% 250
2021
Q2 		$1.34M Buy
19,804
+4
+0% +$258 0.06% 236
2021
Q1 		$1.2M Hold
19,800
– – 0.06% 243
2020
Q4 		$1.19M Buy
19,800
+2,220
+13% +$126K 0.07% 210
2020
Q3 		$953K Buy
17,580
+9,564
+119% +$504K 0.07% 206
2020
Q2 		$385K Hold
8,016
– – 0.03% 272
2020
Q1 		$302K Sell
8,016
-320
-4% -$13.8K 0.03% 276
2019
Q4 		$367K Buy
8,336
+1,476
+22% +$61.6K 0.03% 308
2019
Q3 		$274K Hold
6,860
– – 0.03% 325
2019
Q2 		$270K Hold
6,860
– – 0.03% 332
2019
Q1 		$260K Hold
6,860
– – 0.03% 313
2018
Q4 		$225K Hold
6,860
– – 0.02% 323
2018
Q3 		$268K Hold
6,860
– – 0.02% 312
2018
Q2 		$247K Sell
6,860
-1,712
-20% -$60.4K 0.02% 308
2018
Q1 		$292K Buy
+8,572
New +$300K 0.03% 272

Other funds holding IWF

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

Evergreen Capital Management's IWF Position: Q1 2026 in Review

Evergreen Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 7.4% in Q1 2026, selling an estimated $227K and leaving 24,884 shares worth $2.65M. The position accounts for 0.06% of the portfolio, ranked #279.

Evergreen Capital Management first reported a position in IWF in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.18M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Evergreen Capital Management held 24,884 shares of iShares Russell 1000 Growth ETF worth $2.65M as of Q1 2026.
  • Evergreen Capital Management sold 2,000 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $227K.
  • iShares Russell 1000 Growth ETF made up 0.06% of Evergreen Capital Management's portfolio in Q1 2026, its #279 holding.
  • Evergreen Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and has held it in 33 quarters since.
  • Evergreen Capital Management's iShares Russell 1000 Growth ETF position peaked at $3.18M in Q4 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.