Evergreen Capital Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.7M | Buy |
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2025
Q2 | $12.8M | Buy |
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2025
Q1 | $11.6M | Buy |
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|
2024
Q4 | $11.6M | Buy |
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|
2024
Q3 | $8.68M | Buy |
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|
2024
Q2 | $7.76M | Buy |
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|
2024
Q1 | $7.73M | Buy |
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|
2023
Q4 | $6.13M | Buy |
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|
2023
Q3 | $4.39M | Sell |
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|
2023
Q2 | $4.6M | Buy |
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|
2023
Q1 | $4.29M | Buy |
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|
2022
Q4 | $4M | Sell |
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|
2022
Q3 | $3.75M | Buy |
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|
2022
Q2 | $3.96M | Buy |
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|
2022
Q1 | $3.85M | Buy |
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|
2021
Q4 | $3.74M | Buy |
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|
2021
Q3 | $3.25M | Buy |
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|
2021
Q2 | $3.25M | Buy |
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|
2021
Q1 | $3.05M | Buy |
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|
2020
Q4 | $2.69M | Buy |
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|
2020
Q3 | $2.24M | Buy |
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