Evergreen Wealth Solutions’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$524K	Buy	3,599 +1,945	+118%	+$289K	0.04%	244
2025 Q4	$233K	Buy	+1,654	New	+$231K	0.03%	194
2024 Q4	–	Sell	-3,837	Closed	-$507K	–	110
2024 Q3	$507K	Sell	3,837 -248	-6%	-$31.3K	0.34%	57
2024 Q2	$493K	Sell	4,085 -208	-5%	-$25.3K	0.35%	63
2024 Q1	$538K	Hold	4,293	–	–	0.4%	57
2023 Q4	$499K	Buy	4,293 +2,218	+107%	+$236K	0.43%	64
2023 Q3	$217K	Sell	2,075 -50	-2%	-$5.51K	0.22%	94
2023 Q2	$233K	Sell	2,125 -1,846	-46%	-$194K	0.24%	92
2023 Q1	$422K	Buy	3,971 +121	+3%	+$13.2K	0.49%	65
2022 Q4	$406K	Buy	3,850 +1,750	+83%	+$184K	0.54%	60
2022 Q3	$202K	Sell	2,100 -4,620	-69%	-$494K	0.29%	88
2022 Q2	$683K	Buy	+6,720	New	+$751K	0.84%	38

Other funds holding IWS

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Evergreen Wealth Solutions increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 118% in Q1 2026, buying an estimated $289K and bringing the position to 3,599 shares worth $524K. The position accounts for 0.04% of the portfolio, ranked #244.

Evergreen Wealth Solutions first reported a position in IWS in Q2 2022 and has held it in 12 quarters since. The position peaked at $683K in Q2 2022. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Evergreen Wealth Solutions held 3,599 shares of iShares Russell Mid-Cap Value ETF worth $524K as of Q1 2026.
Evergreen Wealth Solutions bought 1,945 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $289K.
iShares Russell Mid-Cap Value ETF made up 0.04% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #244 holding.
Evergreen Wealth Solutions first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2022 and has held it in 12 quarters since.
Evergreen Wealth Solutions's iShares Russell Mid-Cap Value ETF position peaked at $683K in Q2 2022.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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