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 Q2	–	Sell	-8,943	Closed	-$1.15M	–	336
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Evoke Wealth's IWP Position: Q2 2026 in Review

Evoke Wealth sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 8,943 shares — an estimated $1.15M sold.

Evoke Wealth first reported a position in IWP in Q2 2023 and held it in 10 quarters. The position peaked at $1.41M in Q3 2025. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Evoke Wealth reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 8,943 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.15M.
Evoke Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and held it in 10 quarters.
Evoke Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $1.41M in Q3 2025.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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