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Ishares Tr rus200 val idx shares owned by Evoke Wealth

Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Evoke Wealth from 13F filings

Historical chart of Evoke Wealth investment in Ishares Tr rus200 val idx

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All positions including Ishares Tr rus200 val idx held by Evoke Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr rus200 val idx by Evoke Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $294k 3.3k 87.90
2025-06-30 $349k 4.1k 84.18

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View all positions for Evoke Wealth

Top funds holding Ishares Tr rus200 val idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
AE Wealth Management
Lido Advisors
Bp Wealth Management
Bryn Mawr Trust
First Citizens Asset Management
First Citizens Investor Services
Richard P Slaughter Associates
Ameriprise Financial
UBS Group
JSF Financial
Jpmorgan Chase & Co
Sterling Capital Management

View all funds holding Ishares Tr rus200 val idx