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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $489k 847 576.82
2020-09-30 $64k 190 336.84
2020-06-30 $67k 215 311.63
2018-12-31 $147k 583 252.14

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)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Communication (XLC)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Cur Hd Eurzn Etf (HEZU)

View all positions for Evolution Wealth Advisors

Top funds holding iShares S&P 500 Index

BlackRock
BlackRock
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Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index