Evergreen Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Evergreen Private Wealth’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	$155K	Hold	1,252	–	–	0.06%	77
2026 Q1	$133K	Hold	1,252	–	–	0.05%	79
2025 Q4	$148K	Hold	1,252	–	–	0.06%	77
2025 Q3	$147K	Hold	1,252	–	–	0.06%	77
2025 Q2	$133K	Hold	1,252	–	–	0.06%	81
2025 Q1	$113K	Hold	1,252	–	–	0.05%	93
2024 Q4	$126K	Hold	1,252	–	–	0.06%	94
2024 Q3	$117K	Hold	1,252	–	–	0.05%	95
2024 Q2	$114K	Hold	1,252	–	–	0.06%	95
2024 Q1	$105K	Sell	1,252 -212	-14%	-$17.1K	0.05%	100
2023 Q4	$111K	Buy	+1,464	New	+$104K	0.06%	88

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

Evergreen Private Wealth's IWF Position: Q2 2026 in Review

Evergreen Private Wealth held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 1,252 shares worth $155K. The position accounts for 0.06% of the portfolio, ranked #77.

Evergreen Private Wealth first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Evergreen Private Wealth held 1,252 shares of iShares Russell 1000 Growth ETF worth $155K as of Q2 2026.
Evergreen Private Wealth left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.06% of Evergreen Private Wealth's portfolio in Q2 2026, its #77 holding.
Evergreen Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.