EW
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Evoke Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Evoke Wealth’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.22M Sell
19,670
-29
-0.1% -$3.49K 0.04% 169
2025
Q4 		$2.43M Buy
19,699
+2,982
+18% +$365K 0.05% 156
2025
Q3 		$2.02M Buy
16,717
+4,219
+34% +$485K 0.04% 165
2025
Q2 		$1.38M Sell
12,498
-249
-2% -$24.6K 0.03% 198
2025
Q1 		$1.18M Buy
12,747
+550
+5% +$55.4K 0.03% 179
2024
Q4 		$1.24M Buy
12,197
+644
+6% +$64.2K 0.03% 173
2024
Q3 		$1.11M Buy
11,553
+8,334
+259% +$769K 0.03% 179
2024
Q2 		$298K Sell
3,219
-1,128
-26% -$97.2K 0.35% 57
2024
Q1 		$367K Buy
4,347
+1,129
+35% +$90.7K 0.01% 299
2023
Q4 		$242K Sell
3,218
-1,129
-26% -$80.4K 0.39% 61
2023
Q3 		$298K Hold
4,347
– – 0.01% 297
2023
Q2 		$306K Hold
4,347
– – 0.01% 284
2023
Q1 		$278K Hold
4,347
– – 0.01% 284
2022
Q4 		$254K Hold
4,347
– – 0.01% 307
2022
Q3 		$251K Hold
4,347
– – 0.01% 286
2022
Q2 		$262K Hold
4,347
– – 0.01% 280
2022
Q1 		$332K Hold
4,347
– – 0.01% 275
2021
Q4 		$364K Buy
4,347
+1
+0% +$81 0.01% 273
2021
Q3 		$321K Sell
4,346
-1
-0% -$76 0.01% 273
2021
Q2 		$316K Buy
4,347
+1,092
+34% +$75.6K 0.01% 291
2021
Q1 		$212K Buy
3,255
+1
+0% +$65 0.01% 301
2020
Q4 		$208K Buy
3,254
+2
+0.1% +$121 0.01% 228
2020
Q3 		$188K Hold
3,252
– – 0.02% 217
2020
Q2 		$169K Sell
3,252
-4
-0.1% -$192 0.02% 211
2020
Q1 		$134K Buy
+3,256
New +$154K 0.02% 225
2019
Q4 		– Sell
-2,612
Closed -$118K – 1346
2019
Q3 		$118K Buy
+2,612
New +$118K 0.01% 338

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Evoke Wealth's IVW Position: Q1 2026 in Review

Evoke Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.15% in Q1 2026, selling an estimated $3.49K and leaving 19,670 shares worth $2.22M. The position accounts for 0.04% of the portfolio, ranked #169.

Evoke Wealth first reported a position in IVW in Q3 2019 and has held it in 26 quarters since. The position peaked at $2.43M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Evoke Wealth held 19,670 shares of iShares S&P 500 Growth ETF worth $2.22M as of Q1 2026.
  • Evoke Wealth sold 29 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $3.49K.
  • iShares S&P 500 Growth ETF made up 0.04% of Evoke Wealth's portfolio in Q1 2026, its #169 holding.
  • Evoke Wealth first reported a position in iShares S&P 500 Growth ETF in Q3 2019 and has held it in 26 quarters since.
  • Evoke Wealth's iShares S&P 500 Growth ETF position peaked at $2.43M in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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