ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Evolution Wealth Advisors, LLC's Holding History (CIK: 0001763121)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 23,694 Value ($000) $5,833 Avg Close Range
Q3 2025
Shares 23,663 Value ($000) $5,726 Avg Close Range
Q2 2025
Shares 23,920 Value ($000) $5,162 Avg Close Range
Q1 2025
Shares 25,116 Value ($000) $5,011 Avg Close Range
Q4 2024
Shares 42,785 Value ($000) $9,454 Avg Close Range
Q3 2024
Shares 30,625 Value ($000) $6,765 Avg Close Range
Q2 2024
Shares 34,355 Value ($000) $6,970 Avg Close Range
Q1 2024
Shares 33,937 Value ($000) $7,137 Avg Close Range
Q4 2023
Shares 33,187 Value ($000) $6,661 Avg Close Range
Q3 2023
Shares 33,164 Value ($000) $5,861 Avg Close Range
Q2 2023
Shares 32,354 Value ($000) $6,059 Avg Close Range
Q1 2020
Shares 3,540 Value ($000) $405 Avg Close Range
Q4 2019
Shares 1,575 Value ($000) $261 Avg Close Range
Q3 2019
Shares 1,715 Value ($000) $260 Avg Close Range
Q4 2018
Shares 11,179 Value ($000) $1,497 Avg Close Range