EW
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Evoke Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Evoke Wealth’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,413
Closed -$443K – 335
2026
Q1 		$443K Buy
1,413
+72
+5% +$24K 0.01% 436
2025
Q4 		$433K Hold
1,341
– – 0.01% 425
2025
Q3 		$429K Hold
1,341
– – 0.01% 405
2025
Q2 		$383K Hold
1,341
– – 0.01% 397
2025
Q1 		$343K Hold
1,341
– – 0.01% 326
2024
Q4 		$386K Hold
1,341
– – 0.01% 304
2024
Q3 		$381K Buy
+1,341
New +$367K 0.01% 299
2024
Q2 		– Sell
-1,341
Closed -$363K – 245
2024
Q1 		$363K Buy
+1,341
New +$343K 0.01% 301
2023
Q4 		– Sell
-1,341
Closed -$301K – 220
2023
Q3 		$301K Hold
1,341
– – 0.01% 292
2023
Q2 		$325K Buy
+1,341
New +$307K 0.01% 272
2022
Q4 		– Sell
-929
Closed -$192K – 755
2022
Q3 		$192K Hold
929
– – 0.01% 330
2022
Q2 		$192K Sell
929
-2,525
-73% -$563K 0.01% 318
2022
Q1 		$883K Sell
3,454
-20,864
-86% -$5.34M 0.03% 189
2021
Q4 		$7.13M Buy
24,318
+23,477
+2,792% +$7.08M 0.22% 57
2021
Q3 		$246K Hold
841
– – 0.01% 309
2021
Q2 		$262K Sell
841
-230
-21% -$69.2K 0.01% 312
2021
Q1 		$322K Buy
1,071
+471
+79% +$146K 0.01% 258
2020
Q4 		$172K Hold
600
– – 0.01% 245
2020
Q3 		$133K Hold
600
– – 0.01% 250
2020
Q2 		$124K Hold
600
– – 0.01% 244
2020
Q1 		$94.9K Buy
+600
New +$119K 0.01% 266
2019
Q4 		– Sell
-600
Closed -$116K – 1352
2019
Q3 		$116K Buy
+600
New +$119K 0.01% 344

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Evoke Wealth's IWO Position: Q2 2026 in Review

Evoke Wealth sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2026, closing a stake of 1,413 shares — an estimated $443K sold.

Evoke Wealth first reported a position in IWO in Q3 2019 and held it in 22 quarters. The position peaked at $7.13M in Q4 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Evoke Wealth reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 1,413 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $443K.
  • Evoke Wealth first reported a position in iShares Russell 2000 Growth ETF in Q3 2019 and held it in 22 quarters.
  • Evoke Wealth's iShares Russell 2000 Growth ETF position peaked at $7.13M in Q4 2021.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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