Evolution Wealth Advisors, LLC IWM Holdings History
Evolution Wealth Advisors, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Evolution Wealth Advisors, LLC held 25,116.00 shares of iShares Russell 2000 ETF(IWM), totaling $5.01 Mil. This investment constitutes 0.84% of their stock portfolio, and Evolution Wealth Advisors, LLC now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2018Q4. And since then Evolution Wealth Advisors, LLC has made 8 purchases of IWM, at an average price of $181.64, for a total of 61,234.00 shares. In addition, there have been 4 sales at an average price of $187.42 for 36,118.00 shares. Based on historical transaction data and IWM's current price of $223.92, Evolution Wealth Advisors, LLC's estimated gain on his IWM holdings is $1.27 Mil, reflecting a 11.42% gain to date.
Evolution Wealth Advisors, LLC IWM ($223.92) Holding Chart
Evolution Wealth Advisors, LLC IWM ($223.92) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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