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.
| 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 |
| 2024 Q4 | ADDED | 42,785 | +12,160 | +39.7% | 1.58% | $9.5M | $218.11 |
| 2024 Q3 | REDUCED | 30,625 | -3,730 | -10.9% | 1.22% | $6.8M | $217.40 |
| 2024 Q2 | ADDED | 34,355 | +418 | +1.2% | 1.36% | $7.0M | $199.01 |
| 2024 Q1 | ADDED | 33,937 | +750 | +2.3% | 1.37% | $7.1M | $205.70 |
| 2023 Q4 | ADDED | 33,187 | +23 | +0.1% | 1.34% | $6.7M | $195.82 |
| 2023 Q3 | ADDED | 33,164 | +810 | +2.5% | 1.31% | $5.9M | $171.81 |
As of 2025 Q4 — sorted by position size