Everhart Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Everhart Financial Group’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	$437K	Buy	3,520 +144	+4%	+$17.4K	0.03%	296
2026 Q1	$360K	Buy	3,376 +60	+2%	+$6.81K	0.03%	332
2025 Q4	$392K	Buy	3,316 +64	+2%	+$7.58K	0.04%	292
2025 Q3	$381K	Buy	3,252 +1,200	+58%	+$134K	0.04%	282
2025 Q2	$218K	Buy	+2,052	New	+$196K	0.03%	326
2025 Q1	–	Sell	-2,040	Closed	-$205K	–	339
2024 Q4	$205K	Buy	+2,040	New	+$201K	0.04%	302

Other funds holding IWF

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Everhart Financial Group's IWF Position: Q2 2026 in Review

Everhart Financial Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.3% in Q2 2026, buying an estimated $17.4K and bringing the position to 3,520 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #296.

Everhart Financial Group first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. 710 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Everhart Financial Group held 3,520 shares of iShares Russell 1000 Growth ETF worth $437K as of Q2 2026.
Everhart Financial Group bought 144 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $17.4K.
iShares Russell 1000 Growth ETF made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #296 holding.
Everhart Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
710 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.