Evolution Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Evolution Wealth Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-579	Closed	-$206K	–	191
2026 Q1	$206K	Hold	579	–	–	0.02%	167
2025 Q4	$216K	Sell	579 -125	-18%	-$46.3K	0.02%	155
2025 Q3	$257K	Hold	704	–	–	0.03%	144
2025 Q2	$239K	Hold	704	–	–	0.04%	153
2025 Q1	$216K	Hold	704	–	–	0.04%	139
2024 Q4	$227K	Hold	704	–	–	0.04%	131
2024 Q3	$221K	Sell	704 -65	-8%	-$19.7K	0.04%	123
2024 Q2	$229K	Hold	769	–	–	0.04%	124
2024 Q1	$221K	Sell	769 -20	-3%	-$5.48K	0.04%	121
2023 Q4	$207K	Buy	+789	New	+$193K	0.04%	118
2022 Q2	–	Sell	-829	Closed	-$207K	–	126
2022 Q1	$207K	Hold	829	–	–	0.04%	112
2021 Q4	$219K	Buy	+829	New	+$213K	0.03%	125

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evolution Wealth Advisors's IWB Position: Q2 2026 in Review

Evolution Wealth Advisors sold out of iShares Russell 1000 ETF (IWB) in Q2 2026, closing a stake of 579 shares — an estimated $206K sold.

Evolution Wealth Advisors first reported a position in IWB in Q4 2021 and held it in 12 quarters. The position peaked at $257K in Q3 2025. 1,549 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Evolution Wealth Advisors reported no remaining iShares Russell 1000 ETF position as of Q2 2026 after selling out during the quarter.
Evolution Wealth Advisors sold 579 iShares Russell 1000 ETF shares in Q2 2026, an estimated $206K.
Evolution Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2021 and held it in 12 quarters.
Evolution Wealth Advisors's iShares Russell 1000 ETF position peaked at $257K in Q3 2025.
1,549 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.