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Ishares Tr shares owned by Evolve Private Wealth

Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by Evolve Private Wealth from 13F filings

Historical chart of Evolve Private Wealth investment in Ishares Tr

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All positions including Ishares Tr held by Evolve Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.9M 120k 66.00

More positions owned by Evolve Private Wealth

Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Active Bd Etf (BOND)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr International Sl (ISCF)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Emng Mkts Eqt (EMGF)
Ishares Gold Tr Ishares New (IAU)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Evolve Private Wealth

Top funds holding Ishares Tr

Alan Leist III
Halbert Hargrove Global Advisors
SigFig Wealth Management
Wells Fargo & Company
Tolleson Wealth Management
Plan
CI Private Wealth
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Ullmann Financial
Bsc Private Wealth Management
Modern Wealth Management
Atomi Financial Group
Ameriprise Financial
Cardinal Point Capital Management, ULC
Ewa

View all funds holding Ishares Tr