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

Evoke Wealth’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$875K	Buy	6,001 +31	+0.5%	+$4.6K	0.02%	296
2025 Q4	$842K	Sell	5,970 -1,772	-23%	-$248K	0.02%	299
2025 Q3	$1.08M	Buy	7,742 +1,686	+28%	+$230K	0.02%	240
2025 Q2	$800K	Buy	6,056 +983	+19%	+$123K	0.02%	263
2025 Q1	$639K	Hold	5,073	–	–	0.02%	239
2024 Q4	$656K	Hold	5,073	–	–	0.02%	223
2024 Q3	$671K	Buy	+5,073	New	+$641K	0.02%	217
2024 Q2	–	Sell	-5,073	Closed	-$636K	–	247
2024 Q1	$636K	Buy	+5,073	New	+$597K	0.02%	219
2023 Q4	–	Sell	-4,612	Closed	-$484K	–	222
2023 Q3	$484K	Hold	4,612	–	–	0.02%	237
2023 Q2	$507K	Buy	+4,612	New	+$486K	0.02%	218
2022 Q3	–	Sell	-172	Closed	-$17K	–	1213
2022 Q2	$17K	Buy	+172	New	+$19.2K	﹤0.01%	683

Other funds holding IWS

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Evoke Wealth's IWS Position: Q1 2026 in Review

Evoke Wealth increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.52% in Q1 2026, buying an estimated $4.6K and bringing the position to 6,001 shares worth $875K. The position accounts for 0.02% of the portfolio, ranked #296.

Evoke Wealth first reported a position in IWS in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.08M in Q3 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Evoke Wealth held 6,001 shares of iShares Russell Mid-Cap Value ETF worth $875K as of Q1 2026.
Evoke Wealth bought 31 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $4.6K.
iShares Russell Mid-Cap Value ETF made up 0.02% of Evoke Wealth's portfolio in Q1 2026, its #296 holding.
Evoke Wealth first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2022 and has held it in 11 quarters since.
Evoke Wealth's iShares Russell Mid-Cap Value ETF position peaked at $1.08M in Q3 2025.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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