Evoke Wealth’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Evoke Wealth’s Portfolio IWY Stock Details IWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,319	Closed	-$328K	–	341
2026 Q1	$328K	Sell	1,319 -2	-0.2%	-$530	0.01%	517
2025 Q4	$366K	Sell	1,321 -4	-0.3%	-$1.11K	0.01%	468
2025 Q3	$363K	Buy	1,325 +1	+0.1%	+$259	0.01%	454
2025 Q2	$326K	Buy	+1,324	New	+$295K	0.01%	440
2022 Q4	–	Sell	-187	Closed	-$22K	–	756
2022 Q3	$22K	Hold	187	–	–	﹤0.01%	628
2022 Q2	$23K	Hold	187	–	–	﹤0.01%	628
2022 Q1	$30K	Hold	187	–	–	﹤0.01%	590
2021 Q4	$32K	Hold	187	–	–	﹤0.01%	599
2021 Q3	$28K	Hold	187	–	–	﹤0.01%	582
2021 Q2	$28K	Hold	187	–	–	﹤0.01%	593
2021 Q1	$25K	Hold	187	–	–	﹤0.01%	551
2020 Q4	$25K	Hold	187	–	–	﹤0.01%	469
2020 Q3	$23K	Hold	187	–	–	﹤0.01%	456
2020 Q2	$20K	Hold	187	–	–	﹤0.01%	465
2020 Q1	$15.7K	Buy	+187	New	+$17.8K	﹤0.01%	465
2019 Q4	–	Sell	-187	Closed	-$16.3K	–	1355
2019 Q3	$16.3K	Buy	+187	New	+$16.3K	﹤0.01%	709

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

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

FCBT

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Evoke Wealth's IWY Position: Q2 2026 in Review

Evoke Wealth sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2026, closing a stake of 1,319 shares — an estimated $328K sold.

Evoke Wealth first reported a position in IWY in Q3 2019 and held it in 16 quarters. The position peaked at $366K in Q4 2025. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Evoke Wealth reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 1,319 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $328K.
Evoke Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q3 2019 and held it in 16 quarters.
Evoke Wealth's iShares Russell Top 200 Growth ETF position peaked at $366K in Q4 2025.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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