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 csv
Download as Excel
Quarterly reported holdings in iShares Russell Midcap Value Index by Evergreen Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $507k | 3.8k | 132.25 |
| 2024-06-30 | $493k | 4.1k | 120.74 |
| 2024-03-31 | $538k | 4.3k | 125.33 |
| 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
View all positions for Evergreen Wealth Solutions
Top funds holding iShares Russell Midcap Value Index
View all funds holding iShares Russell Midcap Value Index