ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

EVERGREEN CAPITAL MANAGEMENT LLC's Holding History (CIK: 0001260824)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 36,734 Value ($000) $9,043 Avg Close — Range —
Q3 2025
Shares 36,034 Value ($000) $8,719 Avg Close — Range —
Q2 2025
Shares 34,891 Value ($000) $7,529 Avg Close — Range —
Q1 2025
Shares 33,931 Value ($000) $6,769 Avg Close — Range —
Q4 2024
Shares 33,206 Value ($000) $7,337 Avg Close — Range —
Q3 2024
Shares 31,332 Value ($000) $6,921 Avg Close — Range —
Q2 2024
Shares 30,139 Value ($000) $6,115 Avg Close — Range —
Q1 2024
Shares 28,148 Value ($000) $5,920 Avg Close — Range —
Q4 2023
Shares 25,748 Value ($000) $5,168 Avg Close — Range —
Q3 2023
Shares 21,931 Value ($000) $3,894 Avg Close — Range —
Q2 2023
Shares 23,934 Value ($000) $4,482 Avg Close — Range —
Q1 2023
Shares 22,621 Value ($000) $4,036 Avg Close — Range —
Q4 2022
Shares 20,805 Value ($000) $3,628 Avg Close — Range —
Q3 2022
Shares 20,274 Value ($000) $3,344 Avg Close — Range —
Q2 2022
Shares 13,555 Value ($000) $2,296 Avg Close — Range —
Q1 2022
Shares 11,889 Value ($000) $2,440 Avg Close — Range —
Q4 2021
Shares 10,740 Value ($000) $2,389 Avg Close — Range —
Q3 2021
Shares 10,649 Value ($000) $2,329 Avg Close — Range —
Q2 2021
Shares 8,230 Value ($000) $1,888 Avg Close — Range —
Q1 2021
Shares 12,388 Value ($000) $2,737 Avg Close — Range —
Q4 2020
Shares 12,615 Value ($000) $2,473 Avg Close — Range —
Q3 2020
Shares 5,171 Value ($000) $775 Avg Close — Range —
Q2 2020
Shares 4,593 Value ($000) $658 Avg Close — Range —
Q1 2020
Shares 3,974 Value ($000) $455 Avg Close — Range —
Q4 2019
Shares 3,803 Value ($000) $630 Avg Close — Range —
Q3 2019
Shares 4,416 Value ($000) $668 Avg Close — Range —
Q2 2019
Shares 4,524 Value ($000) $703 Avg Close — Range —
Q1 2019
Shares 4,605 Value ($000) $705 Avg Close — Range —
Q4 2018
Shares 4,522 Value ($000) $606 Avg Close — Range —
Q3 2018
Shares 13,846 Value ($000) $2,334 Avg Close — Range —
Q2 2018
Shares 13,846 Value ($000) $2,268 Avg Close — Range —
Q1 2018
Shares 14,019 Value ($000) $2,129 Avg Close — Range —
Q4 2017
Shares 14,355 Value ($000) $2,189 Avg Close — Range —
Q3 2017
Shares 13,157 Value ($000) $1,950 Avg Close — Range —