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Evergreen Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Evergreen Private Wealth’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-74
Closed -$17.9K – 152
2025
Q3 		$17.9K Hold
74
– – 0.01% 142
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 +$13.3K 0.01% 162

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Evergreen Private Wealth's IWM Position: Q4 2025 in Review

Evergreen Private Wealth sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 74 shares — an estimated $17.9K sold.

Evergreen Private Wealth first reported a position in IWM in Q4 2023 and held it in 8 quarters. The position peaked at $17.9K in Q3 2025. 2,606 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • Evergreen Private Wealth reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 74 iShares Russell 2000 ETF shares in Q4 2025, an estimated $17.9K.
  • Evergreen Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 8 quarters.
  • Evergreen Private Wealth's iShares Russell 2000 ETF position peaked at $17.9K in Q3 2025.
  • 2,606 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.