Evernest Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Evernest Financial Advisors’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	$474K	Sell	3,952 -44	-1%	-$4.99K	0.1%	116
2025 Q4	$461K	Buy	3,996 +2,088	+109%	+$247K	0.1%	121
2025 Q3	$223K	Sell	1,908 -272	-12%	-$30.3K	0.06%	173
2025 Q2	$231K	Buy	+2,180	New	+$208K	0.07%	155
2025 Q1	–	Sell	-2,180	Closed	-$219K	–	159
2024 Q4	$219K	Hold	2,180	–	–	0.06%	151
2024 Q3	$205K	Buy	+2,180	New	+$198K	0.06%	152

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evernest Financial Advisors's IWF Position: Q1 2026 in Review

Evernest Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.1% in Q1 2026, selling an estimated $4.99K and leaving 3,952 shares worth $474K. The position accounts for 0.1% of the portfolio, ranked #116.

Evernest Financial Advisors first reported a position in IWF in Q3 2024 and has held it in 6 quarters since. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Evernest Financial Advisors held 3,952 shares of iShares Russell 1000 Growth ETF worth $474K as of Q1 2026.
Evernest Financial Advisors sold 44 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $4.99K.
iShares Russell 1000 Growth ETF made up 0.1% of Evernest Financial Advisors's portfolio in Q1 2026, its #116 holding.
Evernest Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 6 quarters since.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.