EWA
IWF icon

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

EverSource Wealth 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
Q2 		$2.54M Sell
20,458
-5,322
-21% -$642K 0.09% 188
2026
Q1 		$2.75M Buy
25,780
+6,620
+35% +$751K 0.08% 174
2025
Q4 		$2.27M Buy
19,160
+5,072
+36% +$601K 0.08% 175
2025
Q3 		$1.65M Buy
14,088
+2,932
+26% +$326K 0.07% 200
2025
Q2 		$1.18M Sell
11,156
-44,816
-80% -$4.29M 0.05% 239
2025
Q1 		$5.05M Sell
55,972
-7,852
-12% -$775K 0.28% 82
2024
Q4 		$6.41M Buy
63,824
+1,196
+2% +$118K 0.36% 67
2024
Q3 		$5.88M Sell
62,628
-5,504
-8% -$499K 0.37% 64
2024
Q2 		$6.1M Buy
68,132
+22,700
+50% +$1.94M 0.41% 63
2024
Q1 		$3.67M Buy
45,432
+27,632
+155% +$2.23M 0.29% 79
2023
Q4 		$1.35M Buy
17,800
+664
+4% +$47K 0.12% 145
2023
Q3 		$1.14M Buy
17,136
+3,760
+28% +$260K 0.12% 146
2023
Q2 		$920K Sell
13,376
-516
-4% -$32.8K 0.1% 165
2023
Q1 		$848K Buy
13,892
+1,576
+13% +$90.8K 0.11% 154
2022
Q4 		$660K Buy
12,316
+5,528
+81% +$304K 0.1% 164
2022
Q3 		$357K Buy
6,788
+4
+0.1% +$235 0.08% 212
2022
Q2 		$370K Hold
6,784
– – 0.1% 186
2022
Q1 		$471K Sell
6,784
-432
-6% -$29.5K 0.12% 158
2021
Q4 		$551K Buy
+7,216
New +$535K 0.15% 108

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
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

EverSource Wealth Advisors's IWF Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 21% in Q2 2026, selling an estimated $642K and leaving 20,458 shares worth $2.54M. The position accounts for 0.09% of the portfolio, ranked #188.

EverSource Wealth Advisors first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.41M in Q4 2024. 1,382 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • EverSource Wealth Advisors held 20,458 shares of iShares Russell 1000 Growth ETF worth $2.54M as of Q2 2026.
  • EverSource Wealth Advisors sold 5,322 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $642K.
  • iShares Russell 1000 Growth ETF made up 0.09% of EverSource Wealth Advisors's portfolio in Q2 2026, its #188 holding.
  • EverSource Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $6.41M in Q4 2024.
  • 1,382 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.