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
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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 |
|---|---|---|---|
| 2024-09-30 | $1.5M | 16k | 95.75 |
| 2024-06-30 | $546k | 5.9k | 92.54 |
| 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 |