Evergreen Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Hold |
867
| – | – | 0.01% | 812 |
|
|
2025
Q1 | $266K | Sell |
867
-388
| -31% | -$119K | 0.01% | 823 |
|
|
2024
Q4 | $404K | Buy |
1,255
+188
| +18% | +$60.6K | 0.01% | 588 |
|
|
2024
Q3 | $335K | Buy |
1,067
+37
| +4% | +$11.6K | 0.01% | 661 |
|
|
2024
Q2 | $306K | Hold |
1,030
| – | – | 0.01% | 658 |
|
|
2024
Q1 | $297K | Hold |
1,030
| – | – | 0.01% | 633 |
|
|
2023
Q4 | $270K | Hold |
1,030
| – | – | 0.01% | 638 |
|
|
2023
Q3 | $243K | Buy |
1,030
+200
| +24% | +$47.2K | 0.01% | 634 |
|
|
2023
Q2 | $202K | Buy |
+830
| New | +$202K | 0.01% | 727 |
|
|
2022
Q2 | – | Sell |
-830
| Closed | -$208K | – | 624 |
|
|
2022
Q1 | $208K | Hold |
830
| – | – | 0.01% | 601 |
|
|
2021
Q4 | $219K | Hold |
830
| – | – | 0.01% | 570 |
|
|
2021
Q3 | $201K | Hold |
830
| – | – | 0.01% | 549 |
|
|
2021
Q2 | $201K | Buy |
+830
| New | +$201K | 0.01% | 501 |
|
|
2018
Q3 | – | Sell |
-1,638
| Closed | -$249K | – | 401 |
|
|
2018
Q2 | $249K | Hold |
1,638
| – | – | 0.02% | 307 |
|
|
2018
Q1 | $241K | Hold |
1,638
| – | – | 0.02% | 300 |
|
|
2017
Q4 | $243K | Buy |
+1,638
| New | +$243K | 0.02% | 214 |
|