EW
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Evoke Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Evoke Wealth’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,732
Closed -$2.29M – 331
2026
Q1 		$2.29M Buy
10,732
+165
+2% +$36.1K 0.04% 166
2025
Q4 		$2.22M Buy
10,567
+1,823
+21% +$377K 0.04% 173
2025
Q3 		$1.78M Buy
8,744
+738
+9% +$147K 0.04% 185
2025
Q2 		$1.55M Buy
8,006
+4,805
+150% +$890K 0.04% 187
2025
Q1 		$602K Hold
3,201
– – 0.02% 248
2024
Q4 		$593K Buy
3,201
+910
+40% +$175K 0.02% 237
2024
Q3 		$435K Buy
+2,291
New +$417K 0.01% 274
2024
Q2 		– Sell
-2,291
Closed -$410K – 242
2024
Q1 		$410K Buy
+2,291
New +$388K 0.01% 284
2023
Q4 		– Sell
-1,778
Closed -$272K – 216
2023
Q3 		$272K Hold
1,778
– – 0.01% 313
2023
Q2 		$281K Sell
1,778
-296
-14% -$45.3K 0.01% 297
2023
Q1 		$316K Hold
2,074
– – 0.01% 270
2022
Q4 		$314K Sell
2,074
-3,943
-66% -$590K 0.01% 276
2022
Q3 		$818K Hold
6,017
– – 0.03% 168
2022
Q2 		$872K Hold
6,017
– – 0.03% 165
2022
Q1 		$999K Buy
6,017
+1
+0% +$164 0.03% 179
2021
Q4 		$1.01M Buy
6,016
+1
+0% +$164 0.03% 179
2021
Q3 		$941K Hold
6,015
– – 0.04% 176
2021
Q2 		$954K Sell
6,015
-4,354
-42% -$689K 0.04% 182
2021
Q1 		$1.57M Buy
10,369
+9,431
+1,005% +$1.36M 0.07% 124
2020
Q4 		$128K Buy
938
+29
+3% +$3.72K 0.01% 278
2020
Q3 		$107K Hold
909
– – 0.01% 272
2020
Q2 		$102K Sell
909
-2,360
-72% -$260K 0.01% 270
2020
Q1 		$324K Buy
+3,269
New +$407K 0.05% 129
2019
Q4 		– Sell
-284,550
Closed -$36.5M – 1348
2019
Q3 		$36.5M Buy
+284,550
New +$36.2M 4.49% 6

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Evoke Wealth's IWD Position: Q2 2026 in Review

Evoke Wealth sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 10,732 shares — an estimated $2.29M sold.

Evoke Wealth first reported a position in IWD in Q3 2019 and held it in 24 quarters. The position peaked at $36.5M in Q3 2019. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Evoke Wealth reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 10,732 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.29M.
  • Evoke Wealth first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and held it in 24 quarters.
  • Evoke Wealth's iShares Russell 1000 Value ETF position peaked at $36.5M in Q3 2019.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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