EWS
Evergreen Wealth Solutions’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
+7,995
| New | +$1.11M | 0.67% | 34 |
|
|
2024
Q4 | – | Sell |
-3,530
| Closed | -$414K | – | 109 |
|
|
2024
Q3 | $414K | Sell |
3,530
-50
| -1% | -$5.87K | 0.28% | 71 |
|
|
2024
Q2 | $395K | Sell |
3,580
-175
| -5% | -$19.3K | 0.28% | 74 |
|
|
2024
Q1 | $429K | Sell |
3,755
-380
| -9% | -$43.4K | 0.32% | 71 |
|
|
2023
Q4 | $432K | Buy |
+4,135
| New | +$432K | 0.37% | 71 |
|
|
2022
Q4 | – | Sell |
-4,170
| Closed | -$327K | – | 99 |
|
|
2022
Q3 | $327K | Sell |
4,170
-4,890
| -54% | -$383K | 0.46% | 65 |
|
|
2022
Q2 | $718K | Buy |
9,060
+5,440
| +150% | +$431K | 0.88% | 35 |
|
|
2022
Q1 | $364K | Buy |
+3,620
| New | +$364K | 0.35% | 68 |
|