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 Q2	$1.25M	Buy	10,057 +6,921	+221%	+$834K	0.15%	73
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Evolution Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 221% in Q2 2026, buying an estimated $834K and bringing the position to 10,057 shares worth $1.25M. The position accounts for 0.15% of the portfolio, ranked #73.

Evolution Wealth Advisors first reported a position in IWF in Q3 2021 and has held it in 7 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Evolution Wealth Advisors held 10,057 shares of iShares Russell 1000 Growth ETF worth $1.25M as of Q2 2026.
Evolution Wealth Advisors bought 6,921 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $834K.
iShares Russell 1000 Growth ETF made up 0.15% of Evolution Wealth Advisors's portfolio in Q2 2026, its #73 holding.
Evolution Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and has held it in 7 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.