Ownership history in EVOKE WEALTH, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in ISHARES CORE S&P 500 ETF (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 628,619 | -9,741 | -1.5% | 8.04% | $430.6M | $683.12 |
| 2025 Q3 | REDUCED | 638,360 | -4,585 | -0.7% | 8.65% | $427.3M | $665.17 |
| 2025 Q2 | ADDED | 642,945 | +13,003 | +2.1% | 9.13% | $399.2M | $615.21 |
| 2025 Q1 | ADDED | 629,942 | +7,314 | +1.2% | 9.24% | $354.0M | $555.02 |
| 2024 Q4 | REDUCED | 622,628 | -9,469 | -1.5% | 10.20% | $366.5M | $579.67 |
| 2024 Q3 | ADDED | 632,097 | +630,510 | +39729.7% | 9.90% | $364.6M | $566.00 |
| 2024 Q2 | REDUCED | 1,587 | -619,681 | -99.7% | 1.02% | $868K | $534.89 |
| 2024 Q1 | ADDED | 621,268 | +45,363 | +7.9% | 9.67% | $326.6M | $512.33 |
| 2023 Q4 | REDUCED | 575,905 | -19,382 | -3.3% | 5.89% | $275.1M | $463.98 |
| 2023 Q3 | ADDED | 595,287 | +27,766 | +4.9% | 9.03% | $256.8M | $415.48 |
As of 2025 Q4 — sorted by position size