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Evoke Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Evoke Wealth’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-14,391
Closed -$5.13M – 330
2026
Q1 		$5.13M Sell
14,391
-106
-0.7% -$39.5K 0.09% 90
2025
Q4 		$5.41M Buy
14,497
+8
+0.1% +$2.96K 0.1% 91
2025
Q3 		$5.3M Buy
14,489
+7
+0% +$2.47K 0.11% 85
2025
Q2 		$4.92M Buy
14,482
+2,749
+23% +$863K 0.11% 82
2025
Q1 		$3.6M Hold
11,733
– – 0.09% 91
2024
Q4 		$3.78M Hold
11,733
– – 0.11% 88
2024
Q3 		$3.69M Buy
+11,733
New +$3.55M 0.1% 86
2024
Q2 		– Sell
-11,829
Closed -$3.41M – 241
2024
Q1 		$3.41M Buy
+11,829
New +$3.24M 0.1% 89
2023
Q4 		– Sell
-11,829
Closed -$2.79M – 215
2023
Q3 		$2.79M Hold
11,829
– – 0.1% 97
2023
Q2 		$2.88M Buy
11,829
+209
+2% +$48.1K 0.1% 93
2023
Q1 		$2.62M Sell
11,620
-209
-2% -$46K 0.1% 98
2022
Q4 		$2.49M Sell
11,829
-1,340
-10% -$284K 0.09% 102
2022
Q3 		$2.6M Sell
13,169
-128
-1% -$28.1K 0.11% 90
2022
Q2 		$2.76M Sell
13,297
-101
-0.8% -$22.8K 0.1% 94
2022
Q1 		$3.35M Hold
13,398
– – 0.11% 90
2021
Q4 		$3.54M Buy
13,398
+576
+4% +$148K 0.11% 95
2021
Q3 		$3.1M Buy
12,822
+361
+3% +$89.7K 0.12% 97
2021
Q2 		$3.02M Hold
12,461
– – 0.11% 99
2021
Q1 		$2.79M Buy
12,461
+12,289
+7,145% +$2.69M 0.13% 94
2020
Q4 		$36K Hold
172
– – ﹤0.01% 410
2020
Q3 		$32K Hold
172
– – ﹤0.01% 416
2020
Q2 		$30K Hold
172
– – ﹤0.01% 416
2020
Q1 		$24.3K Buy
+172
New +$29.1K ﹤0.01% 411
2019
Q4 		– Sell
-64
Closed -$10.5K – 1347
2019
Q3 		$10.5K Buy
+64
New +$10.5K ﹤0.01% 807

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evoke Wealth's IWB Position: Q2 2026 in Review

Evoke Wealth sold out of iShares Russell 1000 ETF (IWB) in Q2 2026, closing a stake of 14,391 shares — an estimated $5.13M sold.

Evoke Wealth first reported a position in IWB in Q3 2019 and held it in 24 quarters. The position peaked at $5.41M in Q4 2025. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Evoke Wealth reported no remaining iShares Russell 1000 ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 14,391 iShares Russell 1000 ETF shares in Q2 2026, an estimated $5.13M.
  • Evoke Wealth first reported a position in iShares Russell 1000 ETF in Q3 2019 and held it in 24 quarters.
  • Evoke Wealth's iShares Russell 1000 ETF position peaked at $5.41M in Q4 2025.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.