Everstar Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Everstar Asset 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 Q1	$637K	Buy	5,976 +336	+6%	+$38.1K	0.34%	95
2025 Q4	$667K	Hold	5,640	–	–	0.36%	87
2025 Q3	$660K	Hold	5,640	–	–	0.37%	87
2025 Q2	$599K	Hold	5,640	–	–	0.37%	88
2025 Q1	$509K	Sell	5,640 -2,824	-33%	-$279K	0.34%	92
2024 Q4	$850K	Buy	8,464 +6,124	+262%	+$602K	0.6%	44
2024 Q3	$220K	Buy	+2,340	New	+$212K	0.15%	164

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

Everstar Asset Management's IWF Position: Q1 2026 in Review

Everstar Asset Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 6% in Q1 2026, buying an estimated $38.1K and bringing the position to 5,976 shares worth $637K. The position accounts for 0.34% of the portfolio, ranked #95.

Everstar Asset Management first reported a position in IWF in Q3 2024 and has held it in 7 quarters since. The position peaked at $850K in Q4 2024. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Everstar Asset Management held 5,976 shares of iShares Russell 1000 Growth ETF worth $637K as of Q1 2026.
Everstar Asset Management bought 336 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $38.1K.
iShares Russell 1000 Growth ETF made up 0.34% of Everstar Asset Management's portfolio in Q1 2026, its #95 holding.
Everstar Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Everstar Asset Management's iShares Russell 1000 Growth ETF position peaked at $850K in Q4 2024.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.