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

Everpar 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	–	Sell	-2,780	Closed	-$329K	–	294
2025 Q4	$329K	Buy	+2,780	New	+$329K	0.12%	180
2025 Q1	–	Sell	-3,448	Closed	-$346K	–	262
2024 Q4	$346K	Buy	+3,448	New	+$339K	0.17%	163
2024 Q3	–	Sell	-2,676	Closed	-$244K	–	270
2024 Q2	$244K	Sell	2,676 -728	-21%	-$62.2K	0.12%	225
2024 Q1	$287K	Buy	+3,404	New	+$274K	0.17%	182

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

Everpar Advisors's IWF Position: Q1 2026 in Review

Everpar Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 2,780 shares — an estimated $329K sold.

Everpar Advisors first reported a position in IWF in Q1 2024 and held it in 4 quarters. The position peaked at $346K in Q4 2024. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Everpar Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Everpar Advisors sold 2,780 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $329K.
Everpar Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and held it in 4 quarters.
Everpar Advisors's iShares Russell 1000 Growth ETF position peaked at $346K in Q4 2024.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Everpar Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.