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

Evergreen Capital Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,837
Closed -$236K – 442
2019
Q4 		$236K Buy
+1,837
New +$227K 0.02% 398

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APF
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Evergreen Capital Management's IWN Position: Q1 2020 in Review

Evergreen Capital Management sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2020, closing a stake of 1,837 shares — an estimated $236K sold.

Evergreen Capital Management first reported a position in IWN in Q4 2019 and held it in 1 quarter. The position peaked at $236K in Q4 2019. 665 funds tracked by Wall St. Rank hold IWN as of Q1 2020.

  • Evergreen Capital Management reported no remaining iShares Russell 2000 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Evergreen Capital Management sold 1,837 iShares Russell 2000 Value ETF shares in Q1 2020, an estimated $236K.
  • Evergreen Capital Management first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and held it in 1 quarter.
  • Evergreen Capital Management's iShares Russell 2000 Value ETF position peaked at $236K in Q4 2019.
  • 665 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2020.

Based on Evergreen Capital Management's 13F filing for Q1 2020, filed 15 May 2020.