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iShares Russell 1000 Index shares owned by Evolution Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Evolution Wealth Advisors from 13F filings

Historical chart of Evolution Wealth Advisors investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 Russell 1000 Index by Evolution Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $221k 704 314.39
2024-06-30 $229k 769 297.54
2024-03-31 $222k 769 288.03
2023-12-31 $207k 789 262.26
2022-03-31 $207k 829 249.70
2021-12-31 $219k 829 264.17

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 Russell 1000 Index

Jones Financial Companies, L.L
Envestnet Asset Management
Bank of America Corporation
M^T Bank Corporation
Morgan Stanley
Northern Trust
Pnc Financial Services
Goldman Sachs Group
LPL Financial
BlackRock
BlackRock
Millburn Ridgefield
Catalyst Capital Advisors
Wells Fargo & Company
Johnson Investment Counsel

View all funds holding iShares Russell 1000 Index