iShares Russell 2000 Index shares owned by Evoke Wealth
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Evoke Wealth
from 13F filings
Historical chart of Evoke Wealth investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Evoke Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.4M | 31k | 241.97 |
| 2025-06-30 | $5.5M | 26k | 215.79 |
| 2025-03-31 | $5.0M | 25k | 199.49 |
| 2024-12-31 | $5.3M | 24k | 220.96 |
| 2024-09-30 | $5.3M | 24k | 220.89 |
| 2024-06-30 | $408k | 2.0k | 202.89 |
| 2024-03-31 | $5.4M | 26k | 210.30 |
| 2023-12-31 | $5.2M | 26k | 200.71 |
| 2023-09-30 | $4.9M | 28k | 177.57 |
| 2023-06-30 | $4.6M | 25k | 187.27 |
| 2023-03-31 | $4.2M | 23k | 178.40 |
| 2022-12-31 | $4.0M | 23k | 174.36 |
| 2022-09-30 | $4.0M | 25k | 164.19 |
| 2022-06-30 | $15M | 89k | 169.36 |
| 2022-03-31 | $20M | 95k | 205.27 |
| 2021-12-31 | $21M | 92k | 222.19 |
| 2021-09-30 | $4.3M | 20k | 218.75 |
| 2021-06-30 | $5.2M | 23k | 229.37 |
| 2021-03-31 | $4.0M | 18k | 220.94 |
| 2020-12-31 | $420k | 2.1k | 195.99 |
| 2020-09-30 | $302k | 2.0k | 149.88 |
| 2020-06-30 | $298k | 2.1k | 143.06 |
| 2020-03-31 | $239k | 2.1k | 114.48 |
| 2019-09-30 | $994k | 6.6k | 151.36 |