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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.97M	Sell	30,560 -3,821	-11%	-$382K	0.06%	257
2025 Q4	$3.31M	Hold	34,381	–	–	0.07%	236
2025 Q3	$3.32M	Hold	34,381	–	–	0.08%	219
2025 Q2	$3.16M	Buy	34,381 +1,500	+5%	+$130K	0.1%	209
2025 Q1	$2.8M	Hold	32,881	–	–	0.09%	210
2024 Q4	$2.91M	Sell	32,881 -1,400	-4%	-$127K	0.09%	205
2024 Q3	$3.02M	Buy	34,281 +2,927	+9%	+$247K	0.1%	203
2024 Q2	$2.54M	Buy	31,354 +600	+2%	+$48.8K	0.09%	211
2024 Q1	$2.59M	Hold	30,754	–	–	0.1%	207
2023 Q4	$2.39M	Buy	30,754 +207	+0.7%	+$14.7K	0.1%	214
2023 Q3	$2.13M	Buy	30,547 +400	+1%	+$29.2K	0.09%	210
2023 Q2	$2.2M	Hold	30,147	–	–	0.09%	208
2023 Q1	$2.11M	Buy	30,147 +5,390	+22%	+$381K	0.09%	208
2022 Q4	$1.67M	Hold	24,757	–	–	0.08%	227
2022 Q3	$1.54M	Buy	+24,757	New	+$1.7M	0.08%	223

Other funds holding IWR

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Evergreen Capital Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 11% in Q1 2026, selling an estimated $382K and leaving 30,560 shares worth $2.97M. The position accounts for 0.06% of the portfolio, ranked #257.

Evergreen Capital Management first reported a position in IWR in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.32M in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Evergreen Capital Management held 30,560 shares of iShares Russell Mid-Cap ETF worth $2.97M as of Q1 2026.
Evergreen Capital Management sold 3,821 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $382K.
iShares Russell Mid-Cap ETF made up 0.06% of Evergreen Capital Management's portfolio in Q1 2026, its #257 holding.
Evergreen Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and has held it in 15 quarters since.
Evergreen Capital Management's iShares Russell Mid-Cap ETF position peaked at $3.32M in Q3 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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