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
2026 Q1	$4.35M	Buy	33,928 +24,784	+271%	+$3.35M	0.31%	63
2025 Q4	$1.25M	Buy	9,144 +808	+10%	+$113K	0.17%	64
2025 Q3	$1.19M	Buy	8,336 +341	+4%	+$48.2K	0.67%	29
2025 Q2	$1.11M	Buy	+7,995	New	+$1.01M	0.67%	34
2024 Q4	–	Sell	-3,530	Closed	-$414K	–	109
2024 Q3	$414K	Sell	3,530 -50	-1%	-$5.59K	0.28%	71
2024 Q2	$395K	Sell	3,580 -175	-5%	-$19.2K	0.28%	74
2024 Q1	$429K	Sell	3,755 -380	-9%	-$41.1K	0.32%	71
2023 Q4	$432K	Buy	+4,135	New	+$392K	0.37%	71
2022 Q4	–	Sell	-4,170	Closed	-$327K	–	99
2022 Q3	$327K	Sell	4,170 -4,890	-54%	-$421K	0.46%	65
2022 Q2	$718K	Buy	9,060 +5,440	+150%	+$474K	0.88%	35
2022 Q1	$364K	Buy	+3,620	New	+$361K	0.35%	68

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Evergreen Wealth Solutions's IWP Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 271% in Q1 2026, buying an estimated $3.35M and bringing the position to 33,928 shares worth $4.35M. The position accounts for 0.31% of the portfolio, ranked #63.

Evergreen Wealth Solutions first reported a position in IWP in Q1 2022 and has held it in 11 quarters since. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Evergreen Wealth Solutions held 33,928 shares of iShares Russell Mid-Cap Growth ETF worth $4.35M as of Q1 2026.
Evergreen Wealth Solutions bought 24,784 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $3.35M.
iShares Russell Mid-Cap Growth ETF made up 0.31% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #63 holding.
Evergreen Wealth Solutions first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 11 quarters since.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.