Evermay Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Evermay Wealth 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 Q2	$2.09M	Hold	16,824	–	–	0.22%	47
2026 Q1	$1.79M	Hold	16,824	–	–	0.2%	51
2025 Q4	$1.99M	Hold	16,824	–	–	0.22%	47
2025 Q3	$1.97M	Sell	16,824 -56	-0.3%	-$6.24K	0.23%	45
2025 Q2	$1.79M	Hold	16,880	–	–	0.22%	46
2025 Q1	$1.52M	Sell	16,880 -200	-1%	-$19.7K	0.2%	49
2024 Q4	$1.71M	Hold	17,080	–	–	0.26%	46
2024 Q3	$1.6M	Buy	17,080 +28	+0.2%	+$2.54K	0.26%	51
2024 Q2	$1.55M	Sell	17,052 -44	-0.3%	-$3.76K	0.25%	51
2024 Q1	$1.44M	Hold	17,096	–	–	0.22%	56
2023 Q4	$1.3M	Sell	17,096 -8	-0%	-$566	0.24%	46
2023 Q3	$1.14M	Buy	17,104 +336	+2%	+$23.2K	0.23%	50
2023 Q2	$1.15M	Sell	16,768 -1,364	-8%	-$86.7K	0.22%	47
2023 Q1	$1.11M	Hold	18,132	–	–	0.22%	48
2022 Q4	$971K	Hold	18,132	–	–	0.2%	58
2022 Q3	$954K	Sell	18,132 -1,728	-9%	-$102K	0.19%	56
2022 Q2	$1.09M	Sell	19,860 -7,636	-28%	-$458K	0.21%	51
2022 Q1	$1.91M	Buy	27,496 +20,284	+281%	+$1.38M	0.32%	36
2021 Q4	$551K	Hold	7,212	–	–	0.1%	87
2021 Q3	$494K	Hold	7,212	–	–	0.1%	87
2021 Q2	$489K	Hold	7,212	–	–	0.09%	93
2021 Q1	$438K	Hold	7,212	–	–	0.09%	99
2020 Q4	$435K	Hold	7,212	–	–	0.1%	99
2020 Q3	$391K	Buy	7,212 +128	+2%	+$6.74K	0.1%	99
2020 Q2	$340K	Hold	7,084	–	–	0.09%	104
2020 Q1	$267K	Hold	7,084	–	–	0.08%	114
2019 Q4	$312K	Hold	7,084	–	–	0.08%	121
2019 Q3	$283K	Hold	7,084	–	–	0.08%	121
2019 Q2	$279K	Hold	7,084	–	–	0.08%	121
2019 Q1	$268K	Buy	+7,084	New	+$255K	0.08%	119

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

Evermay Wealth Management's IWF Position: Q2 2026 in Review

Evermay Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 16,824 shares worth $2.09M. The position accounts for 0.22% of the portfolio, ranked #47.

Evermay Wealth Management first reported a position in IWF in Q1 2019 and has held it in 30 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Evermay Wealth Management held 16,824 shares of iShares Russell 1000 Growth ETF worth $2.09M as of Q2 2026.
Evermay Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.22% of Evermay Wealth Management's portfolio in Q2 2026, its #47 holding.
Evermay Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 30 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.