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iShares NASDAQ Biotechnology Index shares owned by Evolution Wealth Advisors

Quarter-by-quarter ownership of iShares NASDAQ Biotechnology Index (IBB) shares owned by Evolution Wealth Advisors from 13F filings

Historical chart of Evolution Wealth Advisors investment in iShares NASDAQ Biotechnology Index

Tip: Access up to 7 years of quarterly data

All positions including iShares NASDAQ Biotechnology Index held by Evolution Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares NASDAQ Biotechnology Index by Evolution Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 20k 137.22
2023-12-31 $2.9M 21k 135.85
2023-09-30 $2.6M 21k 122.29
2023-06-30 $2.7M 21k 126.96
2023-03-31 $2.7M 21k 129.16
2022-12-31 $2.8M 21k 131.29
2022-09-30 $2.4M 21k 116.98
2022-06-30 $2.3M 20k 117.61
2021-12-31 $583k 3.8k 152.62
2021-09-30 $158k 975 162.05
2021-06-30 $61k 370 164.86
2021-03-31 $56k 370 151.35
2020-12-31 $56k 370 151.35
2020-09-30 $50k 370 135.14
2020-03-31 $30k 275 109.09
2019-12-31 $33k 275 120.00
2019-09-30 $54k 540 100.00

More positions owned by Evolution Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Technology (XLK)
Global X Fds Us Infr Dev Etf (PAVE)
Select Sector Spdr Tr Financial (XLF)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Msci Eurzone Etf (EZU)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Vanguard Index Fds Small Cp Etf (VB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr Communication (XLC)

View all positions for Evolution Wealth Advisors

Top funds holding iShares NASDAQ Biotechnology Index

Bank of America Corporation
Farallon Capital Management
Goldman Sachs Group
Morgan Stanley
Citigroup
Elliott Investment Management
Bnp Paribas Arbitrage, Snc
Jpmorgan Chase & Co
UBS Group
Royal Bank of Canada
Susquehanna International
Citadel Advisors
Commerce Bank N A
Wells Fargo & Company
Thrivent Financial for Lutherans

View all funds holding iShares NASDAQ Biotechnology Index