Evergreen Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.72M | Buy |
|
|||||
|
2025
Q2 | $7.53M | Buy |
|
|||||
|
2025
Q1 | $6.77M | Buy |
|
|||||
|
2024
Q4 | $7.34M | Buy |
|
|||||
|
2024
Q3 | $6.92M | Buy |
|
|||||
|
2024
Q2 | $6.11M | Buy |
|
|||||
|
2024
Q1 | $5.92M | Buy |
|
|||||
|
2023
Q4 | $5.17M | Buy |
|
|||||
|
2023
Q3 | $3.89M | Sell |
|
|||||
|
2023
Q2 | $4.48M | Buy |
|
|||||
|
2023
Q1 | $4.04M | Buy |
|
|||||
|
2022
Q4 | $3.63M | Buy |
|
|||||
|
2022
Q3 | $3.34M | Buy |
|
|||||
|
2022
Q2 | $2.3M | Buy |
|
|||||
|
2022
Q1 | $2.44M | Buy |
|
|||||
|
2021
Q4 | $2.39M | Buy |
|
|||||
|
2021
Q3 | $2.33M | Buy |
|
|||||
|
2021
Q2 | $1.89M | Sell |
|
|||||
|
2021
Q1 | $2.74M | Sell |
|
|||||
|
2020
Q4 | $2.47M | Buy |
|
|||||
|
2020
Q3 | $775K | Buy |
|
|||||
|
2020
Q2 | $658K | Buy |
|
|||||
|
2020
Q1 | $455K | Buy |
|
|||||
|
2019
Q4 | $630K | Sell |
|
|||||
|
2019
Q3 | $668K | Sell |
|
|||||
|
2019
Q2 | $703K | Sell |
|
|||||
|
2019
Q1 | $705K | Buy |
|
|||||
|
2018
Q4 | $606K | Sell |
|
|||||
|
2018
Q3 | $2.33M | Hold |
|
|||||
|
2018
Q2 | $2.27M | Sell |
|
|||||
|
2018
Q1 | $2.13M | Sell |
|
|||||
|
2017
Q4 | $2.19M | Buy |
|
|||||
|
2017
Q3 | $1.95M | Buy |
|