Evergreen Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.53M | Buy |
34,891
+960
| +3% | +$207K | 0.23% | 121 |
|
|
2025
Q1 | $6.77M | Buy |
33,931
+725
| +2% | +$145K | 0.23% | 130 |
|
|
2024
Q4 | $7.34M | Buy |
33,206
+1,874
| +6% | +$414K | 0.24% | 121 |
|
|
2024
Q3 | $6.92M | Buy |
31,332
+1,193
| +4% | +$264K | 0.23% | 127 |
|
|
2024
Q2 | $6.11M | Buy |
30,139
+1,991
| +7% | +$404K | 0.22% | 126 |
|
|
2024
Q1 | $5.92M | Buy |
28,148
+2,400
| +9% | +$505K | 0.22% | 116 |
|
|
2023
Q4 | $5.17M | Buy |
25,748
+3,817
| +17% | +$766K | 0.21% | 133 |
|
|
2023
Q3 | $3.89M | Sell |
21,931
-2,003
| -8% | -$356K | 0.17% | 151 |
|
|
2023
Q2 | $4.48M | Buy |
23,934
+1,313
| +6% | +$246K | 0.19% | 147 |
|
|
2023
Q1 | $4.04M | Buy |
22,621
+1,816
| +9% | +$324K | 0.18% | 142 |
|
|
2022
Q4 | $3.63M | Buy |
20,805
+531
| +3% | +$92.6K | 0.17% | 147 |
|
|
2022
Q3 | $3.34M | Buy |
20,274
+6,719
| +50% | +$1.11M | 0.17% | 148 |
|
|
2022
Q2 | $2.3M | Buy |
13,555
+1,666
| +14% | +$282K | 0.12% | 191 |
|
|
2022
Q1 | $2.44M | Buy |
11,889
+1,149
| +11% | +$236K | 0.1% | 213 |
|
|
2021
Q4 | $2.39M | Buy |
10,740
+91
| +0.9% | +$20.2K | 0.1% | 208 |
|
|
2021
Q3 | $2.33M | Buy |
10,649
+2,419
| +29% | +$529K | 0.11% | 198 |
|
|
2021
Q2 | $1.89M | Sell |
8,230
-4,158
| -34% | -$954K | 0.09% | 211 |
|
|
2021
Q1 | $2.74M | Sell |
12,388
-227
| -2% | -$50.2K | 0.14% | 158 |
|
|
2020
Q4 | $2.47M | Buy |
12,615
+7,444
| +144% | +$1.46M | 0.14% | 150 |
|
|
2020
Q3 | $775K | Buy |
5,171
+578
| +13% | +$86.6K | 0.05% | 221 |
|
|
2020
Q2 | $658K | Buy |
4,593
+619
| +16% | +$88.7K | 0.05% | 223 |
|
|
2020
Q1 | $455K | Buy |
3,974
+171
| +4% | +$19.6K | 0.04% | 235 |
|
|
2019
Q4 | $630K | Sell |
3,803
-613
| -14% | -$102K | 0.05% | 212 |
|
|
2019
Q3 | $668K | Sell |
4,416
-108
| -2% | -$16.3K | 0.06% | 190 |
|
|
2019
Q2 | $703K | Sell |
4,524
-81
| -2% | -$12.6K | 0.07% | 185 |
|
|
2019
Q1 | $705K | Buy |
4,605
+83
| +2% | +$12.7K | 0.07% | 180 |
|
|
2018
Q4 | $606K | Sell |
4,522
-9,324
| -67% | -$1.25M | 0.06% | 194 |
|
|
2018
Q3 | $2.33M | Hold |
13,846
| – | – | 0.21% | 103 |
|
|
2018
Q2 | $2.27M | Sell |
13,846
-173
| -1% | -$28.3K | 0.21% | 102 |
|
|
2018
Q1 | $2.13M | Sell |
14,019
-336
| -2% | -$51K | 0.2% | 108 |
|
|
2017
Q4 | $2.19M | Buy |
14,355
+1,198
| +9% | +$183K | 0.22% | 102 |
|
|
2017
Q3 | $1.95M | Buy |
+13,157
| New | +$1.95M | 0.23% | 92 |
|