Evolve Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Evolve Private 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 Q2	$724K	Sell	5,832 -16,580	-74%	-$2M	0.04%	382
2026 Q1	$2.39M	Buy	+22,412	New	+$2.54M	0.13%	152

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

Evolve Private Wealth's IWF Position: Q2 2026 in Review

Evolve Private Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 74% in Q2 2026, selling an estimated $2M and leaving 5,832 shares worth $724K. The position accounts for 0.04% of the portfolio, ranked #382.

Evolve Private Wealth first reported a position in IWF in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.39M in Q1 2026. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Evolve Private Wealth held 5,832 shares of iShares Russell 1000 Growth ETF worth $724K as of Q2 2026.
Evolve Private Wealth sold 16,580 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2M.
iShares Russell 1000 Growth ETF made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #382 holding.
Evolve Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q1 2026 and has held it in 2 quarters since.
Evolve Private Wealth's iShares Russell 1000 Growth ETF position peaked at $2.39M in Q1 2026.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.