Evergreen Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
11,857
+1,452
| +14% | +$201K | 0.05% | 287 |
|
|
2025
Q1 | $1.22M | Buy |
10,405
+1,721
| +20% | +$202K | 0.04% | 303 |
|
|
2024
Q4 | $1.1M | Buy |
8,684
+872
| +11% | +$111K | 0.04% | 322 |
|
|
2024
Q3 | $916K | Buy |
7,812
+693
| +10% | +$81.3K | 0.03% | 338 |
|
|
2024
Q2 | $786K | Buy |
7,119
+730
| +11% | +$80.6K | 0.03% | 351 |
|
|
2024
Q1 | $729K | Buy |
6,389
+460
| +8% | +$52.5K | 0.03% | 343 |
|
|
2023
Q4 | $619K | Buy |
5,929
+3,619
| +157% | +$378K | 0.03% | 372 |
|
|
2023
Q3 | $211K | Hold |
2,310
| – | – | 0.01% | 689 |
|
|
2023
Q2 | $223K | Hold |
2,310
| – | – | 0.01% | 678 |
|
|
2023
Q1 | $210K | Buy |
+2,310
| New | +$210K | 0.01% | 641 |
|
|
2022
Q2 | – | Sell |
-2,030
| Closed | -$204K | – | 625 |
|
|
2022
Q1 | $204K | Hold |
2,030
| – | – | 0.01% | 612 |
|
|
2021
Q4 | $234K | Buy |
2,030
+40
| +2% | +$4.61K | 0.01% | 552 |
|
|
2021
Q3 | $223K | Buy |
+1,990
| New | +$223K | 0.01% | 518 |
|
|
2014
Q1 | – | Sell |
-126,178
| Closed | -$5.32M | – | 102 |
|
|
2013
Q4 | $5.32M | Sell |
126,178
-2,046
| -2% | -$86.3K | 0.96% | 39 |
|
|
2013
Q3 | $5.01M | Sell |
128,224
-7,840
| -6% | -$307K | 0.81% | 45 |
|
|
2013
Q2 | $4.88M | Buy |
+136,064
| New | +$4.88M | 0.75% | 48 |
|