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iShares S&P 500 Growth Index shares owned by Evolution Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Evolution Wealth Advisors from 13F filings

Historical chart of Evolution Wealth Advisors investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth 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 Growth Index by Evolution Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $483k 5.7k 84.44
2023-12-31 $222k 3.0k 75.10
2023-09-30 $203k 3.0k 68.42
2023-06-30 $209k 3.0k 70.48
2021-09-30 $84k 1.1k 74.01
2020-03-31 $301k 1.8k 165.02

More positions owned by Evolution Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Technology (XLK)
Global X Fds Us Infr Dev Etf (PAVE)
Select Sector Spdr Tr Financial (XLF)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Msci Eurzone Etf (EZU)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Vanguard Index Fds Small Cp Etf (VB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr Communication (XLC)

View all positions for Evolution Wealth Advisors

Top funds holding iShares S&P 500 Growth Index

Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
M^T Bank Corporation
CWM
Envestnet Portfolio Solutions
Advisor Group Holdings
Mariner Wealth Advisors
Us Bancorp
Regions Bank
Commonwealth Equity Services

View all funds holding iShares S&P 500 Growth Index