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iShares Russell 1000 Value Index shares owned by Evolution Advisers

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Evolution Advisers from 13F filings

Historical chart of Evolution Advisers investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Evolution Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Evolution Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $12k 71 169.01
2023-09-30 $10k 71 140.85
2023-06-30 $11k 71 154.93
2023-03-31 $10k 71 140.85
2022-12-31 $10k 71 140.85
2022-09-30 $9.0k 71 126.76
2022-06-30 $25k 173 144.51
2022-03-31 $28k 173 161.85
2021-12-31 $29k 173 167.63

More positions owned by Evolution Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Intermed Term (BIV)
Nushares Etf Tr Nuveen Esg Intl (NUDM)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Evolution Advisers

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
GLOBALT Investments LLC / GA
Stifel Financial

View all funds holding iShares Russell 1000 Value Index