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Evoke Wealth’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Evoke Wealth’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$286K Buy
3,082
+10
+0.3% +$951 0.01% 555
2025
Q4 		$282K Sell
3,072
-271
-8% -$24.3K 0.01% 534
2025
Q3 		$294K Sell
3,343
-805
-19% -$69.1K 0.01% 502
2025
Q2 		$349K Buy
+4,148
New +$334K 0.01% 423

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Evoke Wealth's IWX Position: Q1 2026 in Review

Evoke Wealth increased its iShares Russell Top 200 Value ETF (IWX) stake by 0.33% in Q1 2026, buying an estimated $951 and bringing the position to 3,082 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #555.

Evoke Wealth first reported a position in IWX in Q2 2025 and has held it in 4 quarters since. The position peaked at $349K in Q2 2025. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

  • Evoke Wealth held 3,082 shares of iShares Russell Top 200 Value ETF worth $286K as of Q1 2026.
  • Evoke Wealth bought 10 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $951.
  • iShares Russell Top 200 Value ETF made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #555 holding.
  • Evoke Wealth first reported a position in iShares Russell Top 200 Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Evoke Wealth's iShares Russell Top 200 Value ETF position peaked at $349K in Q2 2025.
  • 253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

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