EWS
IWB icon

Evergreen Wealth Solutions’s iShares Russell 1000 ETF IWB Stock Holding History

Evergreen Wealth Solutions’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$293K Buy
687
+92
+15% +$36.5K 0.02% 427
2026
Q1 		$212K Buy
+595
New +$222K 0.02% 389
2024
Q2 		– Sell
-1,049
Closed -$302K – 126
2024
Q1 		$302K Buy
+1,049
New +$288K 0.22% 89

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Wealth Solutions's IWB Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its iShares Russell 1000 ETF (IWB) stake by 15% in Q2 2026, buying an estimated $36.5K and bringing the position to 687 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #427.

Evergreen Wealth Solutions first reported a position in IWB in Q1 2024 and has held it in 3 quarters since. The position peaked at $302K in Q1 2024. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Evergreen Wealth Solutions held 687 shares of iShares Russell 1000 ETF worth $293K as of Q2 2026.
  • Evergreen Wealth Solutions bought 92 iShares Russell 1000 ETF shares in Q2 2026, an estimated $36.5K.
  • iShares Russell 1000 ETF made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #427 holding.
  • Evergreen Wealth Solutions first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 3 quarters since.
  • Evergreen Wealth Solutions's iShares Russell 1000 ETF position peaked at $302K in Q1 2024.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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