Evergreen Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $317K | Hold |
|
|||||
|
2025
Q2 | $294K | Hold |
|
|||||
|
2025
Q1 | $266K | Sell |
|
|||||
|
2024
Q4 | $404K | Buy |
|
|||||
|
2024
Q3 | $335K | Buy |
|
|||||
|
2024
Q2 | $306K | Hold |
|
|||||
|
2024
Q1 | $297K | Hold |
|
|||||
|
2023
Q4 | $270K | Hold |
|
|||||
|
2023
Q3 | $243K | Buy |
|
|||||
|
2023
Q2 | $202K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $208K | Hold |
|
|||||
|
2021
Q4 | $219K | Hold |
|
|||||
|
2021
Q3 | $201K | Hold |
|
|||||
|
2021
Q2 | $201K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $249K | Hold |
|
|||||
|
2018
Q1 | $241K | Hold |
|
|||||
|
2017
Q4 | $243K | Buy |
|