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Evoke Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Evoke Wealth’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-41,603
Closed -$10.3M – 333
2026
Q1 		$10.3M Buy
41,603
+6,958
+20% +$1.79M 0.19% 55
2025
Q4 		$8.53M Buy
34,645
+4,094
+13% +$1.01M 0.16% 64
2025
Q3 		$7.39M Buy
30,551
+4,868
+19% +$1.12M 0.15% 64
2025
Q2 		$5.54M Buy
25,683
+759
+3% +$153K 0.13% 75
2025
Q1 		$4.97M Buy
24,924
+850
+4% +$184K 0.13% 72
2024
Q4 		$5.32M Buy
24,074
+39
+0.2% +$8.89K 0.15% 71
2024
Q3 		$5.31M Buy
24,035
+22,024
+1,095% +$4.71M 0.14% 70
2024
Q2 		$408K Sell
2,011
-23,634
-92% -$4.78M 0.48% 46
2024
Q1 		$5.39M Buy
+25,645
New +$5.12M 0.16% 66
2023
Q4 		– Sell
-27,680
Closed -$4.92M – 218
2023
Q3 		$4.92M Buy
27,680
+3,104
+13% +$583K 0.17% 66
2023
Q2 		$4.6M Buy
24,576
+1,268
+5% +$226K 0.16% 66
2023
Q1 		$4.16M Buy
23,308
+206
+0.9% +$37.9K 0.15% 68
2022
Q4 		$4.03M Sell
23,102
-1,412
-6% -$251K 0.15% 78
2022
Q3 		$4.03M Sell
24,514
-64,535
-72% -$11.8M 0.16% 62
2022
Q2 		$15.1M Sell
89,049
-6,172
-6% -$1.14M 0.56% 26
2022
Q1 		$19.5M Buy
95,221
+2,903
+3% +$592K 0.64% 28
2021
Q4 		$20.5M Buy
92,318
+72,816
+373% +$16.5M 0.65% 28
2021
Q3 		$4.27M Sell
19,502
-3,234
-14% -$717K 0.16% 76
2021
Q2 		$5.21M Buy
22,736
+4,518
+25% +$1.02M 0.2% 67
2021
Q1 		$4.03M Buy
18,218
+16,075
+750% +$3.51M 0.18% 74
2020
Q4 		$420K Buy
2,143
+128
+6% +$22.4K 0.03% 164
2020
Q3 		$302K Sell
2,015
-68
-3% -$10.2K 0.02% 173
2020
Q2 		$298K Hold
2,083
– – 0.03% 157
2020
Q1 		$238K Buy
+2,083
New +$311K 0.03% 162
2019
Q4 		– Sell
-6,567
Closed -$994K – 1350
2019
Q3 		$994K Buy
+6,567
New +$1M 0.12% 91

Other funds holding IWM

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Evoke Wealth's IWM Position: Q2 2026 in Review

Evoke Wealth sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 41,603 shares — an estimated $10.3M sold.

Evoke Wealth first reported a position in IWM in Q3 2019 and held it in 25 quarters. The position peaked at $20.5M in Q4 2021. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Evoke Wealth reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 41,603 iShares Russell 2000 ETF shares in Q2 2026, an estimated $10.3M.
  • Evoke Wealth first reported a position in iShares Russell 2000 ETF in Q3 2019 and held it in 25 quarters.
  • Evoke Wealth's iShares Russell 2000 ETF position peaked at $20.5M in Q4 2021.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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