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iShares Russell 2000 Index shares owned by Evergreen Capital Management

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Evergreen Capital Management from 13F filings

Historical chart of Evergreen Capital Management investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Evergreen Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Evergreen Capital Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.9M 22k 177.56
2023-06-30 $4.5M 24k 187.27
2023-03-31 $4.0M 23k 178.40
2022-12-31 $3.6M 21k 174.36
2022-09-30 $3.3M 20k 164.94
2022-06-30 $2.3M 14k 169.38
2022-03-31 $2.4M 12k 205.23
2021-12-31 $2.4M 11k 222.44
2021-09-30 $2.3M 11k 218.71
2021-06-30 $1.9M 8.2k 229.40
2021-03-31 $2.7M 12k 220.94
2020-12-31 $2.5M 13k 196.04
2020-09-30 $775k 5.2k 149.87
2020-06-30 $658k 4.6k 143.26
2020-03-31 $455k 4.0k 114.49
2019-12-31 $630k 3.8k 165.66
2019-09-30 $668k 4.4k 151.27
2019-06-30 $703k 4.5k 155.39
2019-03-31 $705k 4.6k 153.09
2018-12-31 $606k 4.5k 134.01
2018-09-30 $2.3M 14k 168.57
2018-06-30 $2.3M 14k 163.80
2018-03-31 $2.1M 14k 151.87
2017-12-31 $2.2M 14k 152.49
2017-09-30 $1.9M 13k 148.21