EWM
Evercore Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Sell |
36,565
-60
| -0.2% | -$6.56K | 0.06% | 115 |
|
|
2025
Q1 | $3.83M | Sell |
36,625
-1,221
| -3% | -$128K | 0.06% | 114 |
|
|
2024
Q4 | $4.36M | Buy |
37,846
+44
| +0.1% | +$5.07K | 0.07% | 109 |
|
|
2024
Q3 | $4.42M | Sell |
37,802
-5,792
| -13% | -$677K | 0.07% | 103 |
|
|
2024
Q2 | $4.65M | Buy |
43,594
+3,464
| +9% | +$369K | 0.07% | 101 |
|
|
2024
Q1 | $4.44M | Sell |
40,130
-805
| -2% | -$89K | 0.07% | 106 |
|
|
2023
Q4 | $4.43M | Buy |
40,935
+704
| +2% | +$76.2K | 0.07% | 101 |
|
|
2023
Q3 | $3.79M | Buy |
40,231
+8,932
| +29% | +$843K | 0.07% | 107 |
|
|
2023
Q2 | $3.12M | Sell |
31,299
-211
| -0.7% | -$21K | 0.06% | 120 |
|
|
2023
Q1 | $3.05M | Buy |
31,510
+3,645
| +13% | +$352K | 0.06% | 122 |
|
|
2022
Q4 | $2.64M | Buy |
27,865
+1,069
| +4% | +$101K | 0.06% | 132 |
|
|
2022
Q3 | $2.34M | Sell |
26,796
-1,368
| -5% | -$119K | 0.05% | 135 |
|
|
2022
Q2 | $2.6M | Sell |
28,164
-369
| -1% | -$34.1K | 0.05% | 129 |
|
|
2022
Q1 | $3.08M | Sell |
28,533
-1,579
| -5% | -$170K | 0.05% | 129 |
|
|
2021
Q4 | $3.45M | Buy |
30,112
+1,150
| +4% | +$132K | 0.06% | 126 |
|
|
2021
Q3 | $3.16M | Buy |
28,962
+849
| +3% | +$92.7K | 0.06% | 134 |
|
|
2021
Q2 | $3.18M | Buy |
28,113
+3,076
| +12% | +$348K | 0.06% | 136 |
|
|
2021
Q1 | $2.72M | Buy |
25,037
+3,905
| +18% | +$424K | 0.05% | 146 |
|
|
2020
Q4 | $1.94M | Buy |
21,132
+522
| +3% | +$48K | 0.04% | 161 |
|
|
2020
Q3 | $1.45M | Buy |
20,610
+968
| +5% | +$68K | 0.04% | 167 |
|
|
2020
Q2 | $1.34M | Sell |
19,642
-20,758
| -51% | -$1.42M | 0.04% | 169 |
|
|
2020
Q1 | $2.27M | Sell |
40,400
-11,970
| -23% | -$672K | 0.07% | 120 |
|
|
2019
Q4 | $4.39M | Buy |
52,370
+17,603
| +51% | +$1.48M | 0.12% | 98 |
|
|
2019
Q3 | $2.71M | Buy |
34,767
+7,059
| +25% | +$550K | 0.08% | 130 |
|
|
2019
Q2 | $2.17M | Buy |
27,708
+14,766
| +114% | +$1.16M | 0.07% | 144 |
|
|
2019
Q1 | $998K | Buy |
12,942
+83
| +0.6% | +$6.4K | 0.03% | 200 |
|
|
2018
Q4 | $892K | Buy |
12,859
+6,353
| +98% | +$441K | 0.03% | 189 |
|
|
2018
Q3 | $568K | Buy |
6,506
+3,086
| +90% | +$269K | 0.02% | 264 |
|
|
2018
Q2 | $285K | Sell |
3,420
-1,070
| -24% | -$89.2K | 0.01% | 336 |
|
|
2018
Q1 | $345K | Hold |
4,490
| – | – | 0.01% | 282 |
|
|
2017
Q4 | $345K | Hold |
4,490
| – | – | 0.01% | 290 |
|
|
2017
Q3 | $333K | Hold |
4,490
| – | – | 0.01% | 300 |
|
|
2017
Q2 | $315K | Hold |
4,490
| – | – | 0.01% | 315 |
|
|
2017
Q1 | $311K | Buy |
4,490
+2,355
| +110% | +$163K | 0.01% | 316 |
|
|
2016
Q4 | $294K | Sell |
2,135
-561
| -21% | -$77.3K | 0.01% | 310 |
|
|
2016
Q3 | $334K | Buy |
2,696
+561
| +26% | +$69.5K | 0.01% | 299 |
|
|
2016
Q2 | $248K | Sell |
2,135
-24
| -1% | -$2.79K | 0.01% | 325 |
|
|
2016
Q1 | $243K | Buy |
2,159
+559
| +35% | +$62.9K | 0.01% | 322 |
|
|
2015
Q4 | $176K | Hold |
1,600
| – | – | 0.01% | 389 |
|
|
2015
Q3 | $170K | Hold |
1,600
| – | – | 0.01% | 407 |
|
|
2015
Q2 | $188K | Hold |
1,600
| – | – | 0.01% | 429 |
|
|
2015
Q1 | $188K | Buy |
+1,600
| New | +$188K | 0.01% | 426 |
|
|
2014
Q4 | – | Sell |
-2,000
| Closed | -$208K | – | 918 |
|
|
2014
Q3 | $208K | Hold |
2,000
| – | – | 0.01% | 389 |
|
|
2014
Q2 | $224K | Hold |
2,000
| – | – | 0.01% | 372 |
|
|
2014
Q1 | $220K | Hold |
2,000
| – | – | 0.01% | 362 |
|
|
2013
Q4 | $218K | Hold |
2,000
| – | – | 0.01% | 358 |
|
|
2013
Q3 | $200K | Sell |
2,000
-400
| -17% | -$40K | 0.01% | 398 |
|
|
2013
Q2 | $216K | Buy |
+2,400
| New | +$216K | 0.01% | 387 |
|