iShares S&P 500 Value Index shares owned by Evolution Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Evolution Wealth Advisors
from 13F filings
Historical chart of Evolution Wealth Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Evolution Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Evolution Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $264k | 1.4k | 186.81 |
| 2023-12-31 | $246k | 1.4k | 173.89 |
| 2023-09-30 | $218k | 1.4k | 153.84 |
| 2023-06-30 | $238k | 1.5k | 161.19 |
| 2023-03-31 | $225k | 1.5k | 151.76 |
| 2021-09-30 | $68k | 469 | 144.99 |
| 2021-06-30 | $2.7M | 18k | 147.65 |
| 2021-03-31 | $2.7M | 19k | 141.23 |
| 2020-12-31 | $2.5M | 19k | 128.02 |
| 2020-09-30 | $5.7M | 51k | 112.46 |
| 2020-06-30 | $5.5M | 51k | 108.22 |
| 2020-03-31 | $4.2M | 43k | 96.25 |
| 2019-12-31 | $5.6M | 43k | 130.09 |
| 2019-09-30 | $5.2M | 44k | 119.13 |
| 2019-06-30 | $5.1M | 44k | 116.56 |
| 2019-03-31 | $4.9M | 44k | 112.74 |
| 2018-12-31 | $4.7M | 47k | 101.15 |