Evergreen Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Hold |
5,199
| – | – | 0.07% | 248 |
|
|
2025
Q1 | $1.88M | Buy |
5,199
+673
| +15% | +$243K | 0.06% | 261 |
|
|
2024
Q4 | $1.82M | Hold |
4,526
| – | – | 0.06% | 261 |
|
|
2024
Q3 | $1.7M | Hold |
4,526
| – | – | 0.06% | 272 |
|
|
2024
Q2 | $1.65M | Sell |
4,526
-74
| -2% | -$27K | 0.06% | 255 |
|
|
2024
Q1 | $1.55M | Sell |
4,600
-296
| -6% | -$99.8K | 0.06% | 254 |
|
|
2023
Q4 | $1.48M | Buy |
4,896
+264
| +6% | +$80K | 0.06% | 251 |
|
|
2023
Q3 | $1.23M | Hold |
4,632
| – | – | 0.05% | 266 |
|
|
2023
Q2 | $1.27M | Sell |
4,632
-358
| -7% | -$98.5K | 0.05% | 264 |
|
|
2023
Q1 | $1.22M | Buy |
4,990
+508
| +11% | +$124K | 0.05% | 265 |
|
|
2022
Q4 | $960K | Hold |
4,482
| – | – | 0.05% | 281 |
|
|
2022
Q3 | $943K | Sell |
4,482
-53
| -1% | -$11.2K | 0.05% | 264 |
|
|
2022
Q2 | $992K | Sell |
4,535
-559
| -11% | -$122K | 0.05% | 250 |
|
|
2022
Q1 | $1.41M | Buy |
5,094
+141
| +3% | +$39.1K | 0.06% | 250 |
|
|
2021
Q4 | $1.51M | Buy |
4,953
+2
| +0% | +$611 | 0.06% | 245 |
|
|
2021
Q3 | $1.36M | Hold |
4,951
| – | – | 0.06% | 250 |
|
|
2021
Q2 | $1.34M | Buy |
4,951
+1
| +0% | +$271 | 0.06% | 236 |
|
|
2021
Q1 | $1.2M | Hold |
4,950
| – | – | 0.06% | 243 |
|
|
2020
Q4 | $1.19M | Buy |
4,950
+555
| +13% | +$134K | 0.07% | 210 |
|
|
2020
Q3 | $953K | Buy |
4,395
+2,391
| +119% | +$518K | 0.07% | 206 |
|
|
2020
Q2 | $385K | Hold |
2,004
| – | – | 0.03% | 272 |
|
|
2020
Q1 | $302K | Sell |
2,004
-80
| -4% | -$12.1K | 0.03% | 276 |
|
|
2019
Q4 | $367K | Buy |
2,084
+369
| +22% | +$65K | 0.03% | 308 |
|
|
2019
Q3 | $274K | Hold |
1,715
| – | – | 0.03% | 325 |
|
|
2019
Q2 | $270K | Hold |
1,715
| – | – | 0.03% | 332 |
|
|
2019
Q1 | $260K | Hold |
1,715
| – | – | 0.03% | 313 |
|
|
2018
Q4 | $225K | Hold |
1,715
| – | – | 0.02% | 323 |
|
|
2018
Q3 | $268K | Hold |
1,715
| – | – | 0.02% | 312 |
|
|
2018
Q2 | $247K | Sell |
1,715
-428
| -20% | -$61.6K | 0.02% | 308 |
|
|
2018
Q1 | $292K | Buy |
+2,143
| New | +$292K | 0.03% | 272 |
|