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iShares Russell 2000 Index shares owned by Evergreen Wealth Solutions

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

Historical chart of Evergreen Wealth Solutions 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 Wealth Solutions 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 Wealth Solutions

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$589k	2.4k	246.20
2023-03-31	$589k	3.3k	178.48
2022-06-30	$370k	2.2k	169.26

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iShares Russell 2000 Index shares owned by Evergreen Wealth Solutions

Historical chart of Evergreen Wealth Solutions investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

Quarterly reported holdings in iShares Russell 2000 Index by Evergreen Wealth Solutions

More positions owned by Evergreen Wealth Solutions

Top funds holding iShares Russell 2000 Index