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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Evoke Wealth's IWB Position: Q1 2026 in Review

Evoke Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 0.73% in Q1 2026, selling an estimated $39.5K and leaving 14,391 shares worth $5.13M. The position accounts for 0.09% of the portfolio, ranked #90.

Evoke Wealth first reported a position in IWB in Q3 2019 and has held it in 24 quarters since. The position peaked at $5.41M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Evoke Wealth held 14,391 shares of iShares Russell 1000 ETF worth $5.13M as of Q1 2026.
  • Evoke Wealth sold 106 iShares Russell 1000 ETF shares in Q1 2026, an estimated $39.5K.
  • iShares Russell 1000 ETF made up 0.09% of Evoke Wealth's portfolio in Q1 2026, its #90 holding.
  • Evoke Wealth first reported a position in iShares Russell 1000 ETF in Q3 2019 and has held it in 24 quarters since.
  • Evoke Wealth's iShares Russell 1000 ETF position peaked at $5.41M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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