EW
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Evoke Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

Evoke Wealth’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,577
Closed -$955K – 339
2026
Q1 		$955K Hold
2,577
– – 0.02% 286
2025
Q4 		$997K Sell
2,577
-260
-9% -$99.8K 0.02% 267
2025
Q3 		$1.08M Hold
2,837
– – 0.02% 243
2025
Q2 		$996K Sell
2,837
-750
-21% -$244K 0.02% 231
2025
Q1 		$1.14M Hold
3,587
– – 0.03% 185
2024
Q4 		$1.2M Sell
3,587
-112
-3% -$37.7K 0.03% 175
2024
Q3 		$1.21M Buy
3,699
+1,924
+108% +$606K 0.03% 172
2024
Q2 		$548K Sell
1,775
-2,385
-57% -$712K 0.65% 31
2024
Q1 		$1.25M Buy
4,160
+197
+5% +$56.2K 0.04% 154
2023
Q4 		$1.08M Sell
3,963
-6,530
-62% -$1.66M 1.76% 8
2023
Q3 		$2.58M Hold
10,493
– – 0.09% 100
2023
Q2 		$2.67M Hold
10,493
– – 0.09% 99
2023
Q1 		$2.47M Hold
10,493
– – 0.09% 102
2022
Q4 		$2.32M Hold
10,493
– – 0.08% 107
2022
Q3 		$2.17M Buy
10,493
+185
+2% +$42.6K 0.09% 97
2022
Q2 		$2.24M Hold
10,308
– – 0.08% 102
2022
Q1 		$2.71M Hold
10,308
– – 0.09% 101
2021
Q4 		$2.86M Hold
10,308
– – 0.09% 102
2021
Q3 		$2.63M Buy
10,308
+2,277
+28% +$596K 0.1% 105
2021
Q2 		$2.06M Buy
8,031
+5,738
+250% +$1.43M 0.08% 123
2021
Q1 		$544K Buy
2,293
+1,698
+285% +$394K 0.02% 206
2020
Q4 		$133K Hold
595
– – 0.01% 272
2020
Q3 		$116K Hold
595
– – 0.01% 265
2020
Q2 		$107K Hold
595
– – 0.01% 263
2020
Q1 		$88.3K Buy
+595
New +$106K 0.01% 275
2019
Q4 		– Sell
-595
Closed -$103K – 1354
2019
Q3 		$103K Buy
+595
New +$103K 0.01% 358

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evoke Wealth's IWV Position: Q2 2026 in Review

Evoke Wealth sold out of iShares Russell 3000 ETF (IWV) in Q2 2026, closing a stake of 2,577 shares — an estimated $955K sold.

Evoke Wealth first reported a position in IWV in Q3 2019 and held it in 26 quarters. The position peaked at $2.86M in Q4 2021. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Evoke Wealth reported no remaining iShares Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 2,577 iShares Russell 3000 ETF shares in Q2 2026, an estimated $955K.
  • Evoke Wealth first reported a position in iShares Russell 3000 ETF in Q3 2019 and held it in 26 quarters.
  • Evoke Wealth's iShares Russell 3000 ETF position peaked at $2.86M in Q4 2021.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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