EWM
Evercore Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.85M | Sell |
158,814
-40
| -0% | -$2.48K | 0.15% | 72 |
|
|
2025
Q1 | $9.27M | Sell |
158,854
-11,499
| -7% | -$671K | 0.15% | 69 |
|
|
2024
Q4 | $10.6M | Sell |
170,353
-6,440
| -4% | -$401K | 0.16% | 66 |
|
|
2024
Q3 | $11M | Sell |
176,793
-2,675
| -1% | -$167K | 0.17% | 65 |
|
|
2024
Q2 | $10.5M | Sell |
179,468
-7,005
| -4% | -$410K | 0.17% | 64 |
|
|
2024
Q1 | $11.3M | Buy |
186,473
+146,061
| +361% | +$8.87M | 0.18% | 63 |
|
|
2023
Q4 | $11.2M | Sell |
40,412
-440
| -1% | -$122K | 0.19% | 60 |
|
|
2023
Q3 | $10.2M | Buy |
40,852
+4,094
| +11% | +$1.02M | 0.19% | 62 |
|
|
2023
Q2 | $9.61M | Buy |
36,758
+1,774
| +5% | +$464K | 0.18% | 64 |
|
|
2023
Q1 | $8.75M | Buy |
34,984
+562
| +2% | +$141K | 0.17% | 65 |
|
|
2022
Q4 | $8.33M | Sell |
34,422
-253
| -0.7% | -$61.2K | 0.17% | 68 |
|
|
2022
Q3 | $7.6M | Sell |
34,675
-317
| -0.9% | -$69.5K | 0.17% | 68 |
|
|
2022
Q2 | $7.92M | Sell |
34,992
-1,113
| -3% | -$252K | 0.17% | 66 |
|
|
2022
Q1 | $9.69M | Sell |
36,105
-3,152
| -8% | -$846K | 0.17% | 66 |
|
|
2021
Q4 | $11.1M | Buy |
39,257
+1,000
| +3% | +$283K | 0.18% | 64 |
|
|
2021
Q3 | $10.1M | Buy |
38,257
+216
| +0.6% | +$56.8K | 0.18% | 66 |
|
|
2021
Q2 | $10.2M | Buy |
38,041
+445
| +1% | +$120K | 0.19% | 65 |
|
|
2021
Q1 | $9.79M | Buy |
37,596
+1,654
| +5% | +$430K | 0.19% | 66 |
|
|
2020
Q4 | $8.26M | Buy |
35,942
+2,753
| +8% | +$633K | 0.18% | 68 |
|
|
2020
Q3 | $6.15M | Buy |
33,189
+63
| +0.2% | +$11.7K | 0.15% | 78 |
|
|
2020
Q2 | $5.89M | Sell |
33,126
-6,837
| -17% | -$1.22M | 0.16% | 81 |
|
|
2020
Q1 | $5.75M | Buy |
39,963
+10,918
| +38% | +$1.57M | 0.19% | 69 |
|
|
2019
Q4 | $5.98M | Buy |
29,045
+18
| +0.1% | +$3.71K | 0.16% | 81 |
|
|
2019
Q3 | $5.61M | Buy |
29,027
+7,500
| +35% | +$1.45M | 0.16% | 82 |
|
|
2019
Q2 | $4.18M | Buy |
21,527
+7,554
| +54% | +$1.47M | 0.13% | 96 |
|
|
2019
Q1 | $2.65M | Buy |
13,973
+5,268
| +61% | +$998K | 0.09% | 124 |
|
|
2018
Q4 | $1.45M | Sell |
8,705
-2,425
| -22% | -$403K | 0.05% | 158 |
|
|
2018
Q3 | $2.24M | Buy |
11,130
+387
| +4% | +$77.9K | 0.07% | 136 |
|
|
2018
Q2 | $2.09M | Buy |
10,743
+1,124
| +12% | +$219K | 0.07% | 137 |
|
|
2018
Q1 | $1.8M | Sell |
9,619
-507
| -5% | -$95.1K | 0.07% | 140 |
|
|
2017
Q4 | $1.92M | Buy |
10,126
+10
| +0.1% | +$1.9K | 0.07% | 141 |
|
|
2017
Q3 | $1.81M | Sell |
10,116
-40
| -0.4% | -$7.16K | 0.07% | 141 |
|
|
2017
Q2 | $1.77M | Sell |
10,156
-45
| -0.4% | -$7.83K | 0.07% | 142 |
|
|
2017
Q1 | $1.75M | Buy |
10,201
+175
| +2% | +$30K | 0.07% | 141 |
|
|
2016
Q4 | $1.66M | Sell |
10,026
-25,025
| -71% | -$4.14M | 0.07% | 143 |
|
|
2016
Q3 | $5.42M | Buy |
35,051
+3,612
| +11% | +$559K | 0.22% | 80 |
|
|
2016
Q2 | $4.7M | Hold |
31,439
| – | – | 0.21% | 87 |
|
|
2016
Q1 | $4.53M | Sell |
31,439
-4,642
| -13% | -$669K | 0.2% | 93 |
|
|
2015
Q4 | $5.03M | Buy |
36,081
+520
| +1% | +$72.4K | 0.23% | 88 |
|
|
2015
Q3 | $4.86M | Sell |
35,561
-1,770
| -5% | -$242K | 0.23% | 91 |
|
|
2015
Q2 | $5.6M | Sell |
37,331
-2,930
| -7% | -$439K | 0.25% | 88 |
|
|
2015
Q1 | $6.12M | Buy |
40,261
+4,956
| +14% | +$753K | 0.28% | 82 |
|
|
2014
Q4 | $5.11M | Sell |
35,305
-4,674
| -12% | -$677K | 0.25% | 88 |
|
|
2014
Q3 | $5.47M | Sell |
39,979
-825
| -2% | -$113K | 0.27% | 87 |
|
|
2014
Q2 | $5.84M | Buy |
40,804
+3,642
| +10% | +$521K | 0.3% | 81 |
|
|
2014
Q1 | $5.11M | Sell |
37,162
-505
| -1% | -$69.4K | 0.29% | 85 |
|
|
2013
Q4 | $5.04M | Buy |
37,667
+719
| +2% | +$96.2K | 0.28% | 94 |
|
|
2013
Q3 | $4.59M | Buy |
36,948
+1,257
| +4% | +$156K | 0.26% | 99 |
|
|
2013
Q2 | $4.12M | Buy |
+35,691
| New | +$4.12M | 0.23% | 109 |
|