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 Q2	$1.16M	Buy	6,711 +3,112	+86%	+$491K	0.06%	184
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 $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

FCBT

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Evergreen Wealth Solutions's IWS Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 86% in Q2 2026, buying an estimated $491K and bringing the position to 6,711 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #184.

Evergreen Wealth Solutions first reported a position in IWS in Q2 2022 and has held it in 13 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Evergreen Wealth Solutions held 6,711 shares of iShares Russell Mid-Cap Value ETF worth $1.16M as of Q2 2026.
Evergreen Wealth Solutions bought 3,112 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $491K.
iShares Russell Mid-Cap Value ETF made up 0.06% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #184 holding.
Evergreen Wealth Solutions first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2022 and has held it in 13 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.