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

Evergreen Wealth Solutions’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
2026 Q2	$1.09M	Buy	3,582 +94	+3%	+$26.4K	0.06%	196
2026 Q1	$865K	Buy	3,488 +1,096	+46%	+$283K	0.06%	177
2025 Q4	$589K	Buy	+2,392	New	+$588K	0.08%	111
2023 Q2	–	Sell	-3,300	Closed	-$589K	–	107
2023 Q1	$589K	Buy	+3,300	New	+$608K	0.68%	47
2022 Q3	–	Sell	-2,186	Closed	-$370K	–	99
2022 Q2	$370K	Buy	+2,186	New	+$403K	0.45%	70

Other funds holding IWM

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Evergreen Wealth Solutions's IWM Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its iShares Russell 2000 ETF (IWM) stake by 2.7% in Q2 2026, buying an estimated $26.4K and bringing the position to 3,582 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #196.

Evergreen Wealth Solutions first reported a position in IWM in Q2 2022 and has held it in 5 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Evergreen Wealth Solutions held 3,582 shares of iShares Russell 2000 ETF worth $1.09M as of Q2 2026.
Evergreen Wealth Solutions bought 94 iShares Russell 2000 ETF shares in Q2 2026, an estimated $26.4K.
iShares Russell 2000 ETF made up 0.06% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #196 holding.
Evergreen Wealth Solutions first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 5 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.