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 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	$219	Buy	+829	New	+$213K	0.03%	125

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Evolution Wealth Advisors's IWB Position: Q1 2026 in Review

Evolution Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 579 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #167.

Evolution Wealth Advisors first reported a position in IWB in Q4 2021 and has held it in 12 quarters since. The position peaked at $257K in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Evolution Wealth Advisors held 579 shares of iShares Russell 1000 ETF worth $206K as of Q1 2026.
Evolution Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.02% of Evolution Wealth Advisors's portfolio in Q1 2026, its #167 holding.
Evolution Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 12 quarters since.
Evolution Wealth Advisors's iShares Russell 1000 ETF position peaked at $257K in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.