EW
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Evoke Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Evoke Wealth’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 		$4.3M Sell
40,364
-48
-0.1% -$5.45K 0.08% 98
2025
Q4 		$4.78M Buy
40,412
+8,868
+28% +$1.05M 0.09% 98
2025
Q3 		$3.69M Buy
31,544
+10,676
+51% +$1.19M 0.07% 107
2025
Q2 		$2.21M Buy
20,868
+17,512
+522% +$1.67M 0.05% 137
2025
Q1 		$303K Hold
3,356
– – 0.01% 351
2024
Q4 		$337K Buy
+3,356
New +$330K 0.01% 322
2024
Q2 		– Sell
-5,732
Closed -$483K – 243
2024
Q1 		$483K Buy
+5,732
New +$462K 0.01% 253
2023
Q4 		– Sell
-8,168
Closed -$544K – 217
2023
Q3 		$544K Hold
8,168
– – 0.02% 227
2023
Q2 		$562K Sell
8,168
-748
-8% -$47.6K 0.02% 205
2023
Q1 		$545K Hold
8,916
– – 0.02% 208
2022
Q4 		$478K Sell
8,916
-4,860
-35% -$267K 0.02% 220
2022
Q3 		$725K Hold
13,776
– – 0.03% 179
2022
Q2 		$753K Hold
13,776
– – 0.03% 181
2022
Q1 		$956K Hold
13,776
– – 0.03% 181
2021
Q4 		$1.05M Hold
13,776
– – 0.03% 174
2021
Q3 		$943K Hold
13,776
– – 0.04% 175
2021
Q2 		$935K Sell
13,776
-13,228
-49% -$853K 0.04% 184
2021
Q1 		$1.64M Buy
27,004
+10,196
+61% +$621K 0.07% 118
2020
Q4 		$1.01M Hold
16,808
– – 0.07% 94
2020
Q3 		$911K Sell
16,808
-564
-3% -$29.7K 0.07% 94
2020
Q2 		$834K Buy
17,372
+748
+4% +$33K 0.08% 78
2020
Q1 		$626K Buy
+16,624
New +$716K 0.09% 80
2019
Q4 		– Sell
-396
Closed -$15.9K – 1349
2019
Q3 		$15.9K Buy
+396
New +$15.9K ﹤0.01% 717

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evoke Wealth's IWF Position: Q1 2026 in Review

Evoke Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.12% in Q1 2026, selling an estimated $5.45K and leaving 40,364 shares worth $4.3M. The position accounts for 0.08% of the portfolio, ranked #98.

Evoke Wealth first reported a position in IWF in Q3 2019 and has held it in 23 quarters since. The position peaked at $4.78M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Evoke Wealth held 40,364 shares of iShares Russell 1000 Growth ETF worth $4.3M as of Q1 2026.
  • Evoke Wealth sold 48 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $5.45K.
  • iShares Russell 1000 Growth ETF made up 0.08% of Evoke Wealth's portfolio in Q1 2026, its #98 holding.
  • Evoke Wealth first reported a position in iShares Russell 1000 Growth ETF in Q3 2019 and has held it in 23 quarters since.
  • Evoke Wealth's iShares Russell 1000 Growth ETF position peaked at $4.78M in Q4 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.