Evoke Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Evoke Wealth’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.15M	Buy	8,943 +1	+0%	+$135	0.02%	259
2025 Q4	$1.22M	Sell	8,942 -945	-10%	-$132K	0.02%	239
2025 Q3	$1.41M	Buy	9,887 +876	+10%	+$124K	0.03%	212
2025 Q2	$1.25M	Buy	9,011 +4,203	+87%	+$532K	0.03%	208
2025 Q1	$565K	Hold	4,808	–	–	0.01%	257
2024 Q4	$609K	Buy	4,808 +41	+0.9%	+$5.21K	0.02%	235
2024 Q3	$559K	Buy	+4,767	New	+$533K	0.02%	241
2024 Q2	–	Sell	-4,767	Closed	-$544K	–	246
2024 Q1	$544K	Buy	+4,767	New	+$516K	0.02%	236
2023 Q4	–	Sell	-4,767	Closed	-$436K	–	221
2023 Q3	$436K	Hold	4,767	–	–	0.02%	247
2023 Q2	$461K	Buy	+4,767	New	+$434K	0.02%	230

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Evoke Wealth's IWP Position: Q1 2026 in Review

Evoke Wealth increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.01% in Q1 2026, buying an estimated $135 and bringing the position to 8,943 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #259.

Evoke Wealth first reported a position in IWP in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.41M in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Evoke Wealth held 8,943 shares of iShares Russell Mid-Cap Growth ETF worth $1.15M as of Q1 2026.
Evoke Wealth bought 1 iShares Russell Mid-Cap Growth ETF share in Q1 2026, an estimated $135.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Evoke Wealth's portfolio in Q1 2026, its #259 holding.
Evoke Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and has held it in 10 quarters since.
Evoke Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $1.41M in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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