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Evolution Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Evolution Wealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.96M Buy
24,045
+351
+1% +$90.5K 0.61% 27
2025
Q4 		$5.83M Buy
23,694
+31
+0.1% +$7.62K 0.59% 25
2025
Q3 		$5.73M Sell
23,663
-257
-1% -$59K 0.77% 27
2025
Q2 		$5.16M Sell
23,920
-1,196
-5% -$241K 0.76% 26
2025
Q1 		$5.01M Sell
25,116
-17,669
-41% -$3.83M 0.84% 24
2024
Q4 		$9.45M Buy
42,785
+12,160
+40% +$2.77M 1.58% 15
2024
Q3 		$6.76M Sell
30,625
-3,730
-11% -$798K 1.22% 19
2024
Q2 		$6.97M Buy
34,355
+418
+1% +$84.5K 1.36% 17
2024
Q1 		$7.14M Buy
33,937
+750
+2% +$150K 1.37% 17
2023
Q4 		$6.66M Buy
33,187
+23
+0.1% +$4.12K 1.34% 20
2023
Q3 		$5.86M Buy
33,164
+810
+3% +$152K 1.31% 22
2023
Q2 		$6.06M Buy
+32,354
New +$5.77M 1.34% 22
2020
Q2 		– Sell
-3,540
Closed -$405K – 554
2020
Q1 		$405K Buy
3,540
+1,965
+125% +$293K 0.16% 45
2019
Q4 		$261K Sell
1,575
-140
-8% -$22.1K 0.07% 66
2019
Q3 		$260K Buy
+1,715
New +$262K 0.12% 29
2019
Q1 		– Sell
-11,179
Closed -$1.5M – 124
2018
Q4 		$1.5M Buy
+11,179
New +$1.67M 0.68% 36

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Evolution Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 1.5% in Q1 2026, buying an estimated $90.5K and bringing the position to 24,045 shares worth $5.96M. The position accounts for 0.61% of the portfolio, ranked #27.

Evolution Wealth Advisors first reported a position in IWM in Q4 2018 and has held it in 16 quarters since. The position peaked at $9.45M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Evolution Wealth Advisors held 24,045 shares of iShares Russell 2000 ETF worth $5.96M as of Q1 2026.
  • Evolution Wealth Advisors bought 351 iShares Russell 2000 ETF shares in Q1 2026, an estimated $90.5K.
  • iShares Russell 2000 ETF made up 0.61% of Evolution Wealth Advisors's portfolio in Q1 2026, its #27 holding.
  • Evolution Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 16 quarters since.
  • Evolution Wealth Advisors's iShares Russell 2000 ETF position peaked at $9.45M in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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