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iShares S&P SmallCap 600 Index shares owned by Evolution Wealth Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Evolution Wealth Advisors from 13F filings

Historical chart of Evolution Wealth Advisors investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 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 SmallCap 600 Index by Evolution Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $844k 7.6k 110.52
2023-12-31 $886k 8.2k 108.25
2023-09-30 $1.0M 11k 94.33
2023-06-30 $1.1M 11k 99.65
2023-03-31 $1.0M 11k 96.70
2022-12-31 $1.0M 11k 94.64
2022-09-30 $943k 11k 87.23
2022-06-30 $1.1M 12k 92.40
2022-03-31 $1.2M 11k 107.86
2021-12-31 $1.3M 11k 114.47
2021-09-30 $326k 3.0k 109.03
2021-06-30 $297k 2.6k 112.93
2021-03-31 $285k 2.6k 108.37
2020-12-31 $242k 2.6k 92.02
2020-09-30 $185k 2.6k 70.34
2019-12-31 $247k 2.9k 83.81

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 SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index