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

Evoke Wealth’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-48,842
Closed -$4.75M – 337
2026
Q1 		$4.75M Sell
48,842
-9,946
-17% -$994K 0.09% 93
2025
Q4 		$5.66M Buy
58,788
+34
+0.1% +$3.27K 0.11% 86
2025
Q3 		$5.67M Buy
58,754
+223
+0.4% +$21.1K 0.11% 80
2025
Q2 		$5.38M Sell
58,531
-21,951
-27% -$1.9M 0.12% 77
2025
Q1 		$6.85M Sell
80,482
-7,237
-8% -$645K 0.18% 57
2024
Q4 		$7.75M Buy
87,719
+107
+0.1% +$9.71K 0.22% 54
2024
Q3 		$7.72M Buy
87,612
+85,115
+3,409% +$7.17M 0.21% 56
2024
Q2 		$202K Sell
2,497
-86,134
-97% -$7.01M 0.24% 84
2024
Q1 		$7.45M Buy
88,631
+82,231
+1,285% +$6.52M 0.22% 56
2023
Q4 		$497K Sell
6,400
-85,357
-93% -$6.06M 0.81% 29
2023
Q3 		$6.38M Sell
91,757
-2,045
-2% -$149K 0.22% 52
2023
Q2 		$6.85M Sell
93,802
-1,687
-2% -$117K 0.24% 49
2023
Q1 		$6.68M Sell
95,489
-53,579
-36% -$3.78M 0.24% 45
2022
Q4 		$10.1M Buy
149,068
+131,608
+754% +$8.87M 0.36% 37
2022
Q3 		$1.08M Hold
17,460
– – 0.04% 146
2022
Q2 		$1.13M Hold
17,460
– – 0.04% 152
2022
Q1 		$1.36M Hold
17,460
– – 0.04% 146
2021
Q4 		$1.45M Hold
17,460
– – 0.05% 143
2021
Q3 		$1.36M Hold
17,460
– – 0.05% 148
2021
Q2 		$1.38M Hold
17,460
– – 0.05% 146
2021
Q1 		$1.29M Hold
17,460
– – 0.06% 135
2020
Q4 		$1.2M Hold
17,460
– – 0.08% 80
2020
Q3 		$1M Hold
17,460
– – 0.08% 88
2020
Q2 		$936K Hold
17,460
– – 0.09% 67
2020
Q1 		$754K Buy
+17,460
New +$961K 0.11% 65
2019
Q4 		– Sell
-22,165
Closed -$1.24M – 1353
2019
Q3 		$1.24M Buy
+22,165
New +$1.24M 0.15% 74

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 IWR Position: Q2 2026 in Review

Evoke Wealth sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2026, closing a stake of 48,842 shares — an estimated $4.75M sold.

Evoke Wealth first reported a position in IWR in Q3 2019 and held it in 26 quarters. The position peaked at $10.1M in Q4 2022. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Evoke Wealth reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 48,842 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $4.75M.
  • Evoke Wealth first reported a position in iShares Russell Mid-Cap ETF in Q3 2019 and held it in 26 quarters.
  • Evoke Wealth's iShares Russell Mid-Cap ETF position peaked at $10.1M in Q4 2022.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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