iShares Russell 2000 Value Index shares owned by Evoke Wealth
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Evoke Wealth
from 13F filings
Historical chart of Evoke Wealth investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Evoke Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $748k | 4.2k | 176.82 |
| 2025-06-30 | $666k | 4.2k | 157.78 |
| 2025-03-31 | $295k | 2.0k | 151.01 |
| 2024-12-31 | $320k | 2.0k | 164.20 |
| 2024-09-30 | $326k | 2.0k | 166.85 |
| 2024-03-31 | $310k | 2.0k | 158.84 |
| 2023-12-31 | $303k | 2.0k | 155.36 |
| 2023-09-30 | $266k | 2.0k | 136.51 |
| 2023-06-30 | $275k | 2.0k | 140.82 |
| 2023-03-31 | $259k | 1.9k | 137.04 |
| 2022-12-31 | $263k | 1.9k | 138.69 |
| 2022-09-30 | $1.3M | 10k | 128.92 |
| 2022-06-30 | $1.4M | 10k | 136.16 |
| 2022-03-31 | $2.9M | 18k | 161.38 |
| 2021-12-31 | $104k | 627 | 165.87 |
| 2021-09-30 | $100k | 624 | 160.26 |
| 2021-06-30 | $103k | 623 | 165.33 |
| 2021-03-31 | $149k | 934 | 159.53 |
| 2020-12-31 | $65k | 493 | 131.85 |
| 2020-09-30 | $49k | 493 | 99.39 |
| 2020-06-30 | $48k | 493 | 97.36 |
| 2020-03-31 | $40k | 493 | 82.03 |
| 2019-09-30 | $94k | 785 | 119.41 |
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