Evolution Wealth Advisors »

iShares Russell 1000 Value Index shares owned by Evolution Wealth Advisors

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

Historical chart of Evolution Wealth Advisors 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 Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by Evolution Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $427k 2.1k 203.59
2025-06-30 $408k 2.1k 194.23
2025-03-31 $494k 2.6k 188.16
2021-09-30 $92k 591 155.67
2019-12-31 $216k 1.6k 136.71

More positions owned by Evolution Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Financial (XLF)
Global X Fds Us Infr Dev Etf (PAVE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Communication (XLC)
Spdr Gold Tr Gold Shs (GLD)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Msci Eurzone Etf (EZU)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Global X Fds Defense Tech Etf (SHLD)
Apple (AAPL)
J P Morgan Exchange Traded F Flexible Debt Et
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)

View all positions for Evolution Wealth Advisors

Top funds holding iShares Russell 1000 Value Index

Morgan Stanley
Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Elliott Investment Management
Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index