Evergreen Wealth Solutions’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Evergreen Wealth Solutions’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.11M	Buy
2024 Q4	–	Sell
2024 Q3	$414K	Sell
2024 Q2	$395K	Sell
2024 Q1	$429K	Sell
2023 Q4	$432K	Buy
2022 Q4	–	Sell
2022 Q3	$327K	Sell
2022 Q2	$718K	Buy
2022 Q1	$364K	Buy