Evoke Wealth, LLC Ishares Tr Russell 200 Growth Transaction History

Evoke Wealth, LLC

$4.37 Trillion
Q2 2025

A detailed history of Evoke Wealth, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Evoke Wealth, LLC holds 1,324 shares of IWY stock, worth $361,094. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,324

Holding current value

$361,094

% of portfolio

0.01%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$187.5 - $246.51 $248,250 - $326,379	1,324 New	1,324 $326 Million
Q1 2020 May 07, 2020	BUY	$73.46 - $106.09 $13,737 - $19,838	187 New	187 $15.7 Million
Q4 2019 Feb 07, 2020	SELL	$84.75 - $97.05 $15,848 - $18,148	-187 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$86.45 - $88.64 $16,166 - $16,575	187 New	187 $16.3 Million

Others Institutions Holding IWY

# of Institutions

622

Shares Held

52.7M

Call Options Held

6.8K

Put Options Held

4.8K

Tiaa Trust, National Association Charlotte, NC

6.1M
Shares

$1.66 Billion
3.95% of portfolio
Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.62 Billion
3.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

5.03M
Shares

$1.37 Billion
5.08% of portfolio
First Citizens Bank & Trust CO

4.82M
Shares

$1.31 Billion
18.31% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.41M
Shares

$657 Million
0.15% of portfolio

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

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