Evergreen Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Evergreen Capital Management’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.23M	Buy	17,390 +1,892	+12%	+$256K	0.05%	300
2025 Q4	$2.12M	Buy	15,498 +2,630	+20%	+$368K	0.05%	297
2025 Q3	$1.83M	Buy	12,868 +1,011	+9%	+$143K	0.04%	300
2025 Q2	$1.64M	Buy	11,857 +1,452	+14%	+$184K	0.05%	287
2025 Q1	$1.22M	Buy	10,405 +1,721	+20%	+$221K	0.04%	303
2024 Q4	$1.1M	Buy	8,684 +872	+11%	+$111K	0.04%	322
2024 Q3	$916K	Buy	7,812 +693	+10%	+$77.5K	0.03%	338
2024 Q2	$786K	Buy	7,119 +730	+11%	+$80.2K	0.03%	351
2024 Q1	$729K	Buy	6,389 +460	+8%	+$49.8K	0.03%	343
2023 Q4	$619K	Buy	5,929 +3,619	+157%	+$343K	0.03%	372
2023 Q3	$211K	Hold	2,310	–	–	0.01%	690
2023 Q2	$223K	Hold	2,310	–	–	0.01%	678
2023 Q1	$210K	Buy	+2,310	New	+$206K	0.01%	641
2022 Q2	–	Sell	-2,030	Closed	-$204K	–	627
2022 Q1	$204K	Hold	2,030	–	–	0.01%	614
2021 Q4	$234K	Buy	2,030 +40	+2%	+$4.66K	0.01%	552
2021 Q3	$223K	Buy	+1,990	New	+$229K	0.01%	518
2014 Q1	–	Sell	-126,178	Closed	-$5.32M	–	102
2013 Q4	$5.32M	Sell	126,178 -2,046	-2%	-$82.7K	0.96%	39
2013 Q3	$5.01M	Sell	128,224 -7,840	-6%	-$299K	0.81%	45
2013 Q2	$4.88M	Buy	+136,064	New	+$4.86M	0.75%	48

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Evergreen Capital Management's IWP Position: Q1 2026 in Review

Evergreen Capital Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 12% in Q1 2026, buying an estimated $256K and bringing the position to 17,390 shares worth $2.23M. The position accounts for 0.05% of the portfolio, ranked #300.

Evergreen Capital Management first reported a position in IWP in Q2 2013 and has held it in 19 quarters since. The position peaked at $5.32M in Q4 2013. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Evergreen Capital Management held 17,390 shares of iShares Russell Mid-Cap Growth ETF worth $2.23M as of Q1 2026.
Evergreen Capital Management bought 1,892 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $256K.
iShares Russell Mid-Cap Growth ETF made up 0.05% of Evergreen Capital Management's portfolio in Q1 2026, its #300 holding.
Evergreen Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 19 quarters since.
Evergreen Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $5.32M in Q4 2013.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.