Evergreen Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.04M | Hold |
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|
2025
Q2 | $988K | Hold |
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|
2025
Q1 | $957K | Buy |
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|
2024
Q4 | $766K | Hold |
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|
2024
Q3 | $785K | Hold |
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|
2024
Q2 | $721K | Hold |
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|
2024
Q1 | $741K | Buy |
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|
2023
Q4 | $533K | Hold |
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|
2023
Q3 | $492K | Hold |
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|
2023
Q2 | $509K | Hold |
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|
2023
Q1 | $491K | Hold |
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|
2022
Q4 | $489K | Hold |
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|
2022
Q3 | $438K | Buy |
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|
2022
Q2 | $415K | Sell |
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|
2022
Q1 | $622K | Buy |
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|
2021
Q4 | $608K | Buy |
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|
2021
Q3 | $565K | Hold |
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|
2021
Q2 | $573K | Buy |
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|
2021
Q1 | $546K | Hold |
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|
2020
Q4 | $493K | Sell |
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|
2020
Q3 | $660K | Buy |
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|
2020
Q2 | $320K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $339K | Hold |
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|
2019
Q3 | $318K | Hold |
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|
2019
Q2 | $316K | Hold |
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|
2019
Q1 | $307K | Hold |
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|
2018
Q4 | $276K | Hold |
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|
2018
Q3 | $314K | Hold |
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|
2018
Q2 | $301K | Sell |
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|
2018
Q1 | $302K | Buy |
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