Evergreen Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$905K	Hold	2,122	–	–	0.02%	587
2026 Q1	$787K	Buy	2,122 +25	+1%	+$9.67K	0.02%	573
2025 Q4	$811K	Hold	2,097	–	–	0.02%	530
2025 Q3	$795K	Hold	2,097	–	–	0.02%	467
2025 Q2	$736K	Hold	2,097	–	–	0.02%	435
2025 Q1	$666K	Hold	2,097	–	–	0.02%	412
2024 Q4	$701K	Sell	2,097 -300	-13%	-$101K	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%	+$85.6K	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	+$482K	0.02%	367

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evergreen Capital Management's IWV Position: Q2 2026 in Review

Evergreen Capital Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 2,122 shares worth $905K. The position accounts for 0.02% of the portfolio, ranked #587.

Evergreen Capital Management first reported a position in IWV in Q3 2022 and has held it in 16 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Evergreen Capital Management held 2,122 shares of iShares Russell 3000 ETF worth $905K as of Q2 2026.
Evergreen Capital Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #587 holding.
Evergreen Capital Management first reported a position in iShares Russell 3000 ETF in Q3 2022 and has held it in 16 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.