iShares Russell 2000 Index shares owned by Evolution Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Evolution Wealth Advisors
from 13F filings
Historical chart of Evolution Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Evolution Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 24k | 241.96 |
| 2025-06-30 | $5.2M | 24k | 215.79 |
| 2025-03-31 | $5.0M | 25k | 199.50 |
| 2024-12-31 | $9.5M | 43k | 220.96 |
| 2024-09-30 | $6.8M | 31k | 220.89 |
| 2024-06-30 | $7.0M | 34k | 202.89 |
| 2024-03-31 | $7.1M | 34k | 210.30 |
| 2023-12-31 | $6.7M | 33k | 200.71 |
| 2023-09-30 | $5.9M | 33k | 176.74 |
| 2023-06-30 | $6.1M | 32k | 187.27 |
| 2020-03-31 | $405k | 3.5k | 114.41 |
| 2019-12-31 | $261k | 1.6k | 165.71 |
| 2019-09-30 | $260k | 1.7k | 151.60 |
| 2018-12-31 | $1.5M | 11k | 133.91 |