de Evercore Wealth Management iShares Russell 2000 ETF IWM Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 11.7 M | Vender |
38,790
-139
| -0.4% | -USD 39.1 k | 0.16% | 69 |
|
|
2026
Q1 | USD 9.7 M | Vender |
38,929
-150
| -0.4% | -USD 38.7 k | 0.15% | 77 |
|
|
2025
Q4 | USD 9.6 M | Comprar |
39,079
+3,053
| +8% | +USD 751 k | 0.14% | 76 |
|
|
2025
Q3 | USD 8.72 M | Vender |
36,026
-423
| -1% | -USD 97.1 k | 0.13% | 79 |
|
|
2025
Q2 | USD 7.87 M | Vender |
36,449
-1,138
| -3% | -USD 229 k | 0.12% | 81 |
|
|
2025
Q1 | USD 7.5 M | Vender |
37,587
-745
| -2% | -USD 162 k | 0.12% | 82 |
|
|
2024
Q4 | USD 8.47 M | Comprar |
38,332
+2
| +0% | +USD 456 | 0.13% | 80 |
|
|
2024
Q3 | USD 8.47 M | Vender |
38,330
-7,690
| -17% | -USD 1.65 M | 0.13% | 78 |
|
|
2024
Q2 | USD 9.34 M | Comprar |
46,020
+201
| +0.4% | +USD 40.6 k | 0.15% | 71 |
|
|
2024
Q1 | USD 9.6 M | Vender |
45,819
-521
| -1% | -USD 104 k | 0.15% | 69 |
|
|
2023
Q4 | USD 9.3 M | Comprar |
46,340
+5,302
| +13% | +USD 950 k | 0.16% | 69 |
|
|
2023
Q3 | USD 7.25 M | Vender |
41,038
-379
| -0.9% | -USD 71.2 k | 0.14% | 75 |
|
|
2023
Q2 | USD 7.76 M | Vender |
41,417
-483
| -1% | -USD 86.1 k | 0.14% | 75 |
|
|
2023
Q1 | USD 7.47 M | Comprar |
41,900
+127
| +0.3% | +USD 23.4 k | 0.15% | 72 |
|
|
2022
Q4 | USD 7.28 M | Vender |
41,773
-1,733
| -4% | -USD 308 k | 0.15% | 73 |
|
|
2022
Q3 | USD 7.18 M | Comprar |
43,506
+96
| +0.2% | +USD 17.5 k | 0.16% | 70 |
|
|
2022
Q2 | USD 7.35 M | Vender |
43,410
-207
| -0.5% | -USD 38.2 k | 0.16% | 71 |
|
|
2022
Q1 | USD 8.95 M | Vender |
43,617
-1,668
| -4% | -USD 340 k | 0.16% | 70 |
|
|
2021
Q4 | USD 10.1 M | Vender |
45,285
-792
| -2% | -USD 179 k | 0.16% | 68 |
|
|
2021
Q3 | USD 10.1 M | Vender |
46,077
-769
| -2% | -USD 170 k | 0.18% | 65 |
|
|
2021
Q2 | USD 10.7 M | Vender |
46,846
-3,341
| -7% | -USD 751 k | 0.2% | 63 |
|
|
2021
Q1 | USD 11.1 M | Vender |
50,187
-2,207
| -4% | -USD 482 k | 0.22% | 61 |
|
|
2020
Q4 | USD 10.3 M | Comprar |
52,394
+3,069
| +6% | +USD 537 k | 0.22% | 62 |
|
|
2020
Q3 | USD 7.39 M | Vender |
49,325
-3,628
| -7% | -USD 546 k | 0.18% | 70 |
|
|
2020
Q2 | USD 7.58 M | Vender |
52,953
-6,086
| -10% | -USD 799 k | 0.2% | 66 |
|
|
2020
Q1 | USD 6.76 M | Vender |
59,039
-8,568
| -13% | -USD 1.28 M | 0.22% | 65 |
|
|
2019
Q4 | USD 11.2 M | Comprar |
67,607
+8,980
| +15% | +USD 1.42 M | 0.3% | 57 |
|
|
2019
Q3 | USD 8.87 M | Comprar |
58,627
+6,713
| +13% | +USD 1.03 M | 0.26% | 66 |
|
|
2019
Q2 | USD 8.07 M | Comprar |
51,914
+10,130
| +24% | +USD 1.56 M | 0.25% | 67 |
|
|
2019
Q1 | USD 6.4 M | Comprar |
41,784
+6,915
| +20% | +USD 1.04 M | 0.21% | 78 |
|
|
2018
Q4 | USD 4.67 M | Comprar |
34,869
+4,403
| +14% | +USD 657 k | 0.18% | 90 |
|
|
2018
Q3 | USD 5.14 M | Comprar |
30,466
+5,613
| +23% | +USD 948 k | 0.16% | 88 |
|
|
2018
Q2 | USD 4.07 M | Comprar |
24,853
+6,310
| +34% | +USD 1.01 M | 0.14% | 96 |
|
|
2018
Q1 | USD 2.82 M | Comprar |
18,543
+14
| +0.1% | +USD 2.16 k | 0.11% | 107 |
|
|
2017
Q4 | USD 2.82 M | Comprar |
18,529
+225
| +1% | +USD 33.8 k | 0.11% | 109 |
|
|
2017
Q3 | USD 2.71 M | Vender |
18,304
-853
| -4% | -USD 120 k | 0.11% | 113 |
|
|
2017
Q2 | USD 2.7 M | Comprar |
19,157
+305
| +2% | +USD 42.2 k | 0.1% | 113 |
|
|
2017
Q1 | USD 2.59 M | Vender |
18,852
-20
| -0.1% | -USD 2.73 k | 0.1% | 117 |
|
|
2016
Q4 | USD 2.54 M | Vender |
18,872
-8,038
| -30% | -USD 1.03 M | 0.11% | 115 |
|
|
2016
Q3 | USD 3.34 M | Vender |
26,910
-357
| -1% | -USD 43.4 k | 0.14% | 107 |
|
|
2016
Q2 | USD 3.14 M | Vender |
27,267
-5,855
| -18% | -USD 661 k | 0.14% | 104 |
|
|
2016
Q1 | USD 3.66 M | Vender |
33,122
-3,530
| -10% | -USD 365 k | 0.16% | 99 |
|
|
2015
Q4 | USD 4.13 M | Vender |
36,652
-781
| -2% | -USD 90.1 k | 0.19% | 96 |
|
|
2015
Q3 | USD 4.09 M | Vender |
37,433
-4,653
| -11% | -USD 552 k | 0.2% | 96 |
|
|
2015
Q2 | USD 5.25 M | Vender |
42,086
-3,850
| -8% | -USD 481 k | 0.24% | 90 |
|
|
2015
Q1 | USD 5.71 M | Comprar |
45,936
+23,206
| +102% | +USD 2.8 M | 0.26% | 87 |
|
|
2014
Q4 | USD 2.72 M | Vender |
22,730
-21,150
| -48% | -USD 2.42 M | 0.14% | 111 |
|
|
2014
Q3 | USD 4.79 M | Vender |
43,880
-1,201
| -3% | -USD 137 k | 0.24% | 92 |
|
|
2014
Q2 | USD 5.36 M | Vender |
45,081
-6,294
| -12% | -USD 715 k | 0.28% | 84 |
|
|
2014
Q1 | USD 5.98 M | Comprar |
51,375
+14,340
| +39% | +USD 1.65 M | 0.34% | 79 |
|
|
2013
Q4 | USD 4.27 M | Comprar |
37,035
+180
| +0.5% | +USD 19.9 k | 0.23% | 101 |
|
|
2013
Q3 | USD 3.93 M | Vender |
36,855
-69
| -0.2% | -USD 7.14 k | 0.22% | 113 |
|
|
2013
Q2 | USD 3.58 M | Comprar |
+36,924
| Nuevas | +USD 3.53 M | 0.2% | 119 |
|
Otros fondos que tienen IWM en su cartera
Posición de Evercore Wealth Management en IWM: resumen de T2 2026
Evercore Wealth Management redujo su participación en iShares Russell 2000 ETF (IWM) en 0.36% durante T2 2026, al vender acciones por un valor estimado de USD 39.1 k, y conservó 38,790 acciones valuadas en USD 11.7 M. La posición representa 0.16% de la cartera y ocupa el puesto #69.
Evercore Wealth Management reportó por primera vez una posición en IWM en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 2,744 fondos que sigue Wall St. Rank mantienen una posición en IWM.
- Al cierre de T2 2026, Evercore Wealth Management tenía 38,790 acciones de iShares Russell 2000 ETF con un valor de USD 11.7 M.
- Evercore Wealth Management vendió 139 acciones de iShares Russell 2000 ETF en T2 2026, por un valor estimado de USD 39.1 k.
- iShares Russell 2000 ETF representó 0.16% de la cartera de Evercore Wealth Management en T2 2026 y fue su posición número 69.
- Evercore Wealth Management reportó por primera vez una posición en iShares Russell 2000 ETF en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 2,744 fondos que sigue Wall St. Rank tenían iShares Russell 2000 ETF en cartera.
Según el Informe 13F de Evercore Wealth Management correspondiente a T2 2026, presentado el 14 ago 2026.