Evergreen Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Evergreen Capital Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-867	Closed	-$324K	–	1569
2025 Q4	$324K	Hold	867	–	–	0.01%	991
2025 Q3	$317K	Hold	867	–	–	0.01%	932
2025 Q2	$294K	Hold	867	–	–	0.01%	817
2025 Q1	$266K	Sell	867 -388	-31%	-$125K	0.01%	823
2024 Q4	$404K	Buy	1,255 +188	+18%	+$60.9K	0.01%	588
2024 Q3	$335K	Buy	1,067 +37	+4%	+$11.2K	0.01%	661
2024 Q2	$306K	Hold	1,030	–	–	0.01%	658
2024 Q1	$297K	Hold	1,030	–	–	0.01%	634
2023 Q4	$270K	Hold	1,030	–	–	0.01%	638
2023 Q3	$243K	Buy	1,030 +200	+24%	+$49K	0.01%	635
2023 Q2	$202K	Buy	+830	New	+$191K	0.01%	727
2022 Q2	–	Sell	-830	Closed	-$208K	–	626
2022 Q1	$208K	Hold	830	–	–	0.01%	603
2021 Q4	$219K	Hold	830	–	–	0.01%	570
2021 Q3	$201K	Hold	830	–	–	0.01%	549
2021 Q2	$201K	Buy	+830	New	+$196K	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	+$237K	0.02%	214

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Evergreen Capital Management's IWB Position: Q1 2026 in Review

Evergreen Capital Management sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 867 shares — an estimated $324K sold.

Evergreen Capital Management first reported a position in IWB in Q4 2017 and held it in 18 quarters. The position peaked at $404K in Q4 2024. 1,476 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Evergreen Capital Management reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
Evergreen Capital Management sold 867 iShares Russell 1000 ETF shares in Q1 2026, an estimated $324K.
Evergreen Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2017 and held it in 18 quarters.
Evergreen Capital Management's iShares Russell 1000 ETF position peaked at $404K in Q4 2024.
1,476 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.