EW
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Evoke Wealth’s iShares Russell 2000 Value ETF IWN Stock Holding History

Evoke Wealth’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,263
Closed -$808K – 334
2026
Q1 		$808K Buy
4,263
+23
+0.5% +$4.45K 0.01% 313
2025
Q4 		$768K Buy
4,240
+11
+0.3% +$1.98K 0.01% 311
2025
Q3 		$748K Buy
4,229
+9
+0.2% +$1.52K 0.02% 290
2025
Q2 		$666K Buy
4,220
+2,269
+116% +$338K 0.02% 283
2025
Q1 		$295K Hold
1,951
– – 0.01% 358
2024
Q4 		$320K Hold
1,951
– – 0.01% 331
2024
Q3 		$326K Buy
+1,951
New +$317K 0.01% 322
2024
Q2 		– Sell
-1,951
Closed -$310K – 244
2024
Q1 		$310K Buy
+1,951
New +$295K 0.01% 324
2023
Q4 		– Sell
-1,951
Closed -$266K – 219
2023
Q3 		$266K Hold
1,951
– – 0.01% 316
2023
Q2 		$275K Buy
1,951
+58
+3% +$7.84K 0.01% 301
2023
Q1 		$259K Hold
1,893
– – 0.01% 295
2022
Q4 		$263K Sell
1,893
-8,493
-82% -$1.2M 0.01% 301
2022
Q3 		$1.34M Buy
10,386
+1
+0% +$145 0.05% 124
2022
Q2 		$1.41M Sell
10,385
-7,820
-43% -$1.16M 0.05% 131
2022
Q1 		$2.94M Buy
18,205
+17,578
+2,804% +$2.8M 0.1% 97
2021
Q4 		$104K Buy
627
+3
+0.5% +$500 ﹤0.01% 440
2021
Q3 		$100K Buy
624
+1
+0.2% +$161 ﹤0.01% 424
2021
Q2 		$103K Sell
623
-311
-33% -$51.3K ﹤0.01% 436
2021
Q1 		$149K Buy
934
+441
+89% +$66.7K 0.01% 340
2020
Q4 		$65K Hold
493
– – ﹤0.01% 347
2020
Q3 		$49K Hold
493
– – ﹤0.01% 359
2020
Q2 		$48K Hold
493
– – ﹤0.01% 354
2020
Q1 		$40.4K Buy
+493
New +$55.3K 0.01% 361
2019
Q4 		– Sell
-785
Closed -$93.7K – 1351
2019
Q3 		$93.7K Buy
+785
New +$92.7K 0.01% 380

Other funds holding IWN

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Evoke Wealth's IWN Position: Q2 2026 in Review

Evoke Wealth sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 4,263 shares — an estimated $808K sold.

Evoke Wealth first reported a position in IWN in Q3 2019 and held it in 24 quarters. The position peaked at $2.94M in Q1 2022. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Evoke Wealth reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 4,263 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $808K.
  • Evoke Wealth first reported a position in iShares Russell 2000 Value ETF in Q3 2019 and held it in 24 quarters.
  • Evoke Wealth's iShares Russell 2000 Value ETF position peaked at $2.94M in Q1 2022.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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