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Evergreen Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Evergreen Capital Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.9M Buy
39,672
+1,261
+3% +$354K 0.21% 106
2026
Q1 		$9.53M Buy
38,411
+1,677
+5% +$433K 0.21% 117
2025
Q4 		$9.04M Buy
36,734
+700
+2% +$172K 0.2% 120
2025
Q3 		$8.72M Buy
36,034
+1,143
+3% +$262K 0.21% 122
2025
Q2 		$7.53M Buy
34,891
+960
+3% +$193K 0.23% 121
2025
Q1 		$6.77M Buy
33,931
+725
+2% +$157K 0.23% 130
2024
Q4 		$7.34M Buy
33,206
+1,874
+6% +$427K 0.24% 121
2024
Q3 		$6.92M Buy
31,332
+1,193
+4% +$255K 0.23% 127
2024
Q2 		$6.11M Buy
30,139
+1,991
+7% +$402K 0.22% 126
2024
Q1 		$5.92M Buy
28,148
+2,400
+9% +$479K 0.22% 116
2023
Q4 		$5.17M Buy
25,748
+3,817
+17% +$684K 0.21% 133
2023
Q3 		$3.89M Sell
21,931
-2,003
-8% -$376K 0.17% 151
2023
Q2 		$4.48M Buy
23,934
+1,313
+6% +$234K 0.19% 147
2023
Q1 		$4.04M Buy
22,621
+1,816
+9% +$334K 0.18% 142
2022
Q4 		$3.63M Buy
20,805
+531
+3% +$94.4K 0.17% 147
2022
Q3 		$3.34M Buy
20,274
+6,719
+50% +$1.23M 0.17% 148
2022
Q2 		$2.3M Buy
13,555
+1,666
+14% +$307K 0.12% 191
2022
Q1 		$2.44M Buy
11,889
+1,149
+11% +$234K 0.1% 213
2021
Q4 		$2.39M Buy
10,740
+91
+0.9% +$20.6K 0.1% 208
2021
Q3 		$2.33M Buy
10,649
+2,419
+29% +$536K 0.11% 198
2021
Q2 		$1.89M Sell
8,230
-4,158
-34% -$935K 0.09% 211
2021
Q1 		$2.74M Sell
12,388
-227
-2% -$49.6K 0.14% 158
2020
Q4 		$2.47M Buy
12,615
+7,444
+144% +$1.3M 0.14% 150
2020
Q3 		$775K Buy
5,171
+578
+13% +$87K 0.05% 221
2020
Q2 		$658K Buy
4,593
+619
+16% +$81.2K 0.05% 223
2020
Q1 		$455K Buy
3,974
+171
+4% +$25.5K 0.04% 235
2019
Q4 		$630K Sell
3,803
-613
-14% -$96.9K 0.05% 212
2019
Q3 		$668K Sell
4,416
-108
-2% -$16.5K 0.06% 190
2019
Q2 		$703K Sell
4,524
-81
-2% -$12.5K 0.07% 185
2019
Q1 		$705K Buy
4,605
+83
+2% +$12.5K 0.07% 180
2018
Q4 		$606K Sell
4,522
-9,324
-67% -$1.39M 0.06% 194
2018
Q3 		$2.33M Hold
13,846
– – 0.21% 103
2018
Q2 		$2.27M Sell
13,846
-173
-1% -$27.7K 0.21% 102
2018
Q1 		$2.13M Sell
14,019
-336
-2% -$51.9K 0.2% 108
2017
Q4 		$2.19M Buy
14,355
+1,198
+9% +$180K 0.22% 102
2017
Q3 		$1.95M Buy
+13,157
New +$1.85M 0.23% 92

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Evergreen Capital Management's IWM Position: Q2 2026 in Review

Evergreen Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 3.3% in Q2 2026, buying an estimated $354K and bringing the position to 39,672 shares worth $11.9M. The position accounts for 0.21% of the portfolio, ranked #106.

Evergreen Capital Management first reported a position in IWM in Q3 2017 and has held it in 36 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Evergreen Capital Management held 39,672 shares of iShares Russell 2000 ETF worth $11.9M as of Q2 2026.
  • Evergreen Capital Management bought 1,261 iShares Russell 2000 ETF shares in Q2 2026, an estimated $354K.
  • iShares Russell 2000 ETF made up 0.21% of Evergreen Capital Management's portfolio in Q2 2026, its #106 holding.
  • Evergreen Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2017 and has held it in 36 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.