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iShares Russell Midcap Value Index shares owned by Evergreen Capital Management

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

Historical chart of Evergreen Capital Management 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 Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Value Index by Evergreen Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 98k 139.67
2025-06-30 $13M 97k 132.14
2025-03-31 $12M 92k 125.97
2024-12-31 $12M 90k 129.34
2024-09-30 $8.7M 66k 132.25
2024-06-30 $7.8M 64k 120.74
2024-03-31 $7.7M 62k 125.33
2023-12-31 $6.1M 53k 116.29
2023-09-30 $4.4M 42k 104.91
2023-06-30 $4.6M 42k 109.84
2023-03-31 $4.3M 40k 106.20
2022-12-31 $4.0M 38k 105.34
2022-09-30 $3.8M 39k 96.04
2022-06-30 $4.0M 39k 101.57
2022-03-31 $3.8M 32k 119.63
2021-12-31 $3.7M 31k 122.39
2021-09-30 $3.3M 29k 113.26
2021-06-30 $3.2M 28k 114.97
2021-03-31 $3.0M 28k 109.29
2020-12-31 $2.7M 28k 96.95
2020-09-30 $2.2M 28k 80.84