IWM — ISHARES TR

Ownership history in Evolution Wealth Advisors, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which Evolution Wealth Advisors, LLC reported a position in ISHARES TR (IWM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.58% (2024 Q4)
Avg. % of fund
0.9%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 23,694 +31 +0.1% 0.59% $5.8M $245.72
2025 Q3 REDUCED 23,663 -257 -1.1% 0.77% $5.7M $240.72
2025 Q2 REDUCED 23,920 -1,196 -4.8% 0.76% $5.2M $214.08
2025 Q1 REDUCED 25,116 -17,669 -41.3% 0.84% $5.0M $197.36
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWM price (monthly, adj. close)

Other funds also holding IWM

As of 2025 Q4 — sorted by position size

TCM Advisors, LLC 3Y 77.64% Covalent Partners LLC 3Y 7Y 49.49% Tenzing Global Management, LLC 3Y 7Y 29.46% ARMISTICE CAPITAL, LLC 3Y 7Y 23.72% Nantahala Capital Management, LLC 3Y 7Y 21.97% Finepoint Capital LP 3Y 7Y 19.87% DRW Securities, LLC 3Y 7Y 18.65% EMG Holdings, L.P. 3Y 18.2% Oasis Management Co Ltd. 3Y 7Y 15.96% Corre Partners Management, LLC 3Y 14.59%
← Back to Evolution Wealth Advisors, LLC Holdings