Evergreen Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Buy |
34,381
+1,500
| +5% | +$138K | 0.1% | 209 |
|
|
2025
Q1 | $2.8M | Hold |
32,881
| – | – | 0.09% | 210 |
|
|
2024
Q4 | $2.91M | Sell |
32,881
-1,400
| -4% | -$124K | 0.09% | 205 |
|
|
2024
Q3 | $3.02M | Buy |
34,281
+2,927
| +9% | +$258K | 0.1% | 203 |
|
|
2024
Q2 | $2.54M | Buy |
31,354
+600
| +2% | +$48.6K | 0.09% | 211 |
|
|
2024
Q1 | $2.59M | Hold |
30,754
| – | – | 0.1% | 207 |
|
|
2023
Q4 | $2.39M | Buy |
30,754
+207
| +0.7% | +$16.1K | 0.1% | 214 |
|
|
2023
Q3 | $2.13M | Buy |
30,547
+400
| +1% | +$27.8K | 0.09% | 210 |
|
|
2023
Q2 | $2.2M | Hold |
30,147
| – | – | 0.09% | 208 |
|
|
2023
Q1 | $2.11M | Buy |
30,147
+5,390
| +22% | +$377K | 0.09% | 208 |
|
|
2022
Q4 | $1.67M | Hold |
24,757
| – | – | 0.08% | 227 |
|
|
2022
Q3 | $1.54M | Buy |
+24,757
| New | +$1.54M | 0.08% | 222 |
|