iShares S&P 100 Index shares owned by Evolution Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Evolution Wealth Advisors
from 13F filings
Historical chart of Evolution Wealth Advisors investment in iShares S&P 100 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 100 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 S&P 100 Index by Evolution Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $505k | 1.8k | 276.76 |
| 2024-06-30 | $482k | 1.8k | 264.30 |
| 2024-03-31 | $451k | 1.8k | 247.41 |
| 2023-12-31 | $408k | 1.8k | 223.39 |
| 2023-09-30 | $366k | 1.8k | 200.64 |
| 2023-06-30 | $378k | 1.8k | 207.06 |
| 2023-03-31 | $341k | 1.8k | 187.04 |