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

Evolution 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 Q1	$334K	Sell	3,136 -1,944	-38%	-$221K	0.03%	129
2025 Q4	$601K	Hold	5,080	–	–	0.06%	96
2025 Q3	$595K	Hold	5,080	–	–	0.08%	94
2025 Q2	$539K	Buy	5,080 +212	+4%	+$20.3K	0.08%	98
2025 Q1	$439K	Buy	+4,868	New	+$480K	0.07%	96
2021 Q4	–	Sell	-1,708	Closed	-$117K	–	392
2021 Q3	$117K	Buy	+1,708	New	+$121K	0.03%	144

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

Evolution Wealth Advisors's IWF Position: Q1 2026 in Review

Evolution Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 38% in Q1 2026, selling an estimated $221K and leaving 3,136 shares worth $334K. The position accounts for 0.03% of the portfolio, ranked #129.

Evolution Wealth Advisors first reported a position in IWF in Q3 2021 and has held it in 6 quarters since. The position peaked at $601K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Evolution Wealth Advisors held 3,136 shares of iShares Russell 1000 Growth ETF worth $334K as of Q1 2026.
Evolution Wealth Advisors sold 1,944 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $221K.
iShares Russell 1000 Growth ETF made up 0.03% of Evolution Wealth Advisors's portfolio in Q1 2026, its #129 holding.
Evolution Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and has held it in 6 quarters since.
Evolution Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $601K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.