Evergreen Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Hold |
2,097
| – | – | 0.02% | 434 |
|
|
2025
Q1 | $666K | Hold |
2,097
| – | – | 0.02% | 412 |
|
|
2024
Q4 | $701K | Sell |
2,097
-300
| -13% | -$100K | 0.02% | 406 |
|
|
2024
Q3 | $783K | Hold |
2,397
| – | – | 0.03% | 374 |
|
|
2024
Q2 | $740K | Hold |
2,397
| – | – | 0.03% | 363 |
|
|
2024
Q1 | $719K | Buy |
2,397
+300
| +14% | +$90K | 0.03% | 347 |
|
|
2023
Q4 | $574K | Hold |
2,097
| – | – | 0.02% | 389 |
|
|
2023
Q3 | $516K | Hold |
2,097
| – | – | 0.02% | 385 |
|
|
2023
Q2 | $534K | Hold |
2,097
| – | – | 0.02% | 378 |
|
|
2023
Q1 | $494K | Hold |
2,097
| – | – | 0.02% | 380 |
|
|
2022
Q4 | $463K | Hold |
2,097
| – | – | 0.02% | 385 |
|
|
2022
Q3 | $434K | Buy |
+2,097
| New | +$434K | 0.02% | 366 |
|