Evergreen Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Hold |
74
| – | – | 0.01% | 144 |
|
|
2025
Q1 | $14.8K | Hold |
74
| – | – | 0.01% | 146 |
|
|
2024
Q4 | $16.4K | Hold |
74
| – | – | 0.01% | 151 |
|
|
2024
Q3 | $16.3K | Hold |
74
| – | – | 0.01% | 151 |
|
|
2024
Q2 | $15K | Hold |
74
| – | – | 0.01% | 155 |
|
|
2024
Q1 | $15.6K | Hold |
74
| – | – | 0.01% | 158 |
|
|
2023
Q4 | $14.9K | Buy |
+74
| New | +$14.9K | 0.01% | 162 |
|