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

Evergreen Wealth Solutions’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 		$3.11M Buy
29,188
+23,928
+455% +$2.72M 0.22% 86
2025
Q4 		$622K Buy
+5,260
New +$623K 0.09% 108
2025
Q2 		– Sell
-2,960
Closed -$267K – 121
2025
Q1 		$267K Buy
+2,960
New +$292K 0.18% 92

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 Wealth Solutions's IWF Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its iShares Russell 1000 Growth ETF (IWF) stake by 455% in Q1 2026, buying an estimated $2.72M and bringing the position to 29,188 shares worth $3.11M. The position accounts for 0.22% of the portfolio, ranked #86.

Evergreen Wealth Solutions first reported a position in IWF in Q1 2025 and has held it in 3 quarters since. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Evergreen Wealth Solutions held 29,188 shares of iShares Russell 1000 Growth ETF worth $3.11M as of Q1 2026.
  • Evergreen Wealth Solutions bought 23,928 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $2.72M.
  • iShares Russell 1000 Growth ETF made up 0.22% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #86 holding.
  • Evergreen Wealth Solutions first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and has held it in 3 quarters since.
  • 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.