Evergreen Wealth Solutions’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $233K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $507K | Sell |
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|
2024
Q2 | $493K | Sell |
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|
2024
Q1 | $538K | Hold |
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|
2023
Q4 | $499K | Buy |
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|
2023
Q3 | $217K | Sell |
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|
2023
Q2 | $233K | Sell |
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|
2023
Q1 | $422K | Buy |
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|
2022
Q4 | $406K | Buy |
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|
2022
Q3 | $202K | Sell |
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|
2022
Q2 | $683K | Buy |
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