A detailed history of Evolution Wealth Management Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 36 shares of IWD stock, worth $7,290. This represents 0.01% of its overall portfolio holdings.

Number of Shares
36
Holding current value
$7,290
% of portfolio
0.01%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 29, 2025

BUY
$166.82 - $194.23 $6,005 - $6,992
36 New
36 $6.99 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Evolution Wealth Management Inc. Portfolio

Follow Evolution Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evolution Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Evolution Wealth Management Inc. with notifications on news.