Evergreen Wealth Solutions »

iShares Russell Midcap Value Index shares owned by Evergreen Wealth Solutions

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Evergreen Wealth Solutions from 13F filings

Historical chart of Evergreen Wealth Solutions investment in iShares Russell Midcap Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Value Index held by Evergreen Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Value Index by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $499k 4.3k 116.29
2023-09-30 $217k 2.1k 104.34
2023-06-30 $233k 2.1k 109.84
2023-03-31 $422k 4.0k 106.27
2022-12-31 $406k 3.9k 105.45
2022-09-30 $202k 2.1k 96.19
2022-06-30 $683k 6.7k 101.64

More positions owned by Evergreen Wealth Solutions

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Verizon Communications (VZ)
NVIDIA Corporation (NVDA)
Mastercard Incorporated Cl A (MA)
Ishares Tr National Mun Etf (MUB)
Intel Corporation (INTC)
JPMorgan Chase & Co. (JPM)
Roper Industries (ROP)
Ishares Tr Ibds Dec28 Etf (IBDT)

View all positions for Evergreen Wealth Solutions

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Bank of America Corporation
Us Bancorp
Envestnet Portfolio Solutions
Wells Fargo & Company
First Citizens Bank & Trust
Commerce Bank N A
Royal Bank of Canada
Commonwealth Equity Services
FMR
Betterment
UBS Group
Pnc Financial Services
ZB
Victory Capital Management

View all funds holding iShares Russell Midcap Value Index