Evercore Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Evercore Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.51M	Hold	54,595	–	–	0.11%	88
2026 Q1	$6.18M	Hold	54,595	–	–	0.1%	94
2025 Q4	$6.73M	Sell	54,595 -415	-0.8%	-$50.8K	0.1%	90
2025 Q3	$6.64M	Hold	55,010	–	–	0.1%	89
2025 Q2	$6.06M	Hold	55,010	–	–	0.09%	91
2025 Q1	$5.11M	Sell	55,010 -3,750	-6%	-$378K	0.08%	96
2024 Q4	$5.97M	Buy	58,760 +5,738	+11%	+$572K	0.09%	91
2024 Q3	$5.08M	Sell	53,022 -1,407	-3%	-$130K	0.08%	95
2024 Q2	$5.04M	Sell	54,429 -200	-0.4%	-$17.2K	0.08%	95
2024 Q1	$4.61M	Hold	54,629	–	–	0.07%	102
2023 Q4	$4.1M	Buy	54,629 +752	+1%	+$53.5K	0.07%	112
2023 Q3	$3.69M	Sell	53,877 -598	-1%	-$42.3K	0.07%	110
2023 Q2	$3.84M	Sell	54,475 -75	-0.1%	-$4.96K	0.07%	110
2023 Q1	$3.49M	Buy	54,550 +8,000	+17%	+$489K	0.07%	112
2022 Q4	$2.72M	Hold	46,550	–	–	0.06%	129
2022 Q3	$2.69M	Sell	46,550 -873	-2%	-$56.7K	0.06%	124
2022 Q2	$2.86M	Hold	47,423	–	–	0.06%	123
2022 Q1	$3.62M	Hold	47,423	–	–	0.06%	122
2021 Q4	$3.97M	Hold	47,423	–	–	0.06%	120
2021 Q3	$3.5M	Sell	47,423 -45	-0.1%	-$3.43K	0.06%	126
2021 Q2	$3.45M	Sell	47,468 -116	-0.2%	-$8.03K	0.06%	130
2021 Q1	$3.1M	Buy	47,584 +300	+0.6%	+$19.4K	0.06%	136
2020 Q4	$3.02M	Buy	47,284 +4,816	+11%	+$292K	0.07%	128
2020 Q3	$2.45M	Sell	42,468 -2,484	-6%	-$141K	0.06%	132
2020 Q2	$2.33M	Sell	44,952 -5,392	-11%	-$258K	0.06%	133
2020 Q1	$2.08M	Buy	50,344 +8,324	+20%	+$394K	0.07%	130
2019 Q4	$2.03M	Hold	42,020	–	–	0.05%	153
2019 Q3	$1.89M	Hold	42,020	–	–	0.06%	152
2019 Q2	$1.88M	Buy	42,020 +600	+1%	+$26.4K	0.06%	156
2019 Q1	$1.78M	Buy	41,420 +820	+2%	+$33.6K	0.06%	157
2018 Q4	$1.53M	Sell	40,600 -72	-0.2%	-$2.91K	0.06%	151
2018 Q3	$1.8M	Buy	40,672 +72	+0.2%	+$3.09K	0.06%	155
2018 Q2	$1.65M	Hold	40,600	–	–	0.06%	155
2018 Q1	$1.57M	Sell	40,600 -9,452	-19%	-$377K	0.06%	146
2017 Q4	$1.91M	Hold	50,052	–	–	0.07%	142
2017 Q3	$1.79M	Hold	50,052	–	–	0.07%	142
2017 Q2	$1.71M	Hold	50,052	–	–	0.07%	145
2017 Q1	$1.65M	Buy	50,052 +256	+0.5%	+$8.21K	0.06%	149
2016 Q4	$1.52M	Hold	49,796	–	–	0.06%	151
2016 Q3	$1.51M	Sell	49,796 -10,604	-18%	-$321K	0.06%	151
2016 Q2	$1.76M	Hold	60,400	–	–	0.08%	139
2016 Q1	$1.75M	Buy	60,400 +1,600	+3%	+$44K	0.08%	133
2015 Q4	$1.7M	Hold	58,800	–	–	0.08%	142
2015 Q3	$1.58M	Sell	58,800 -1,500	-2%	-$42.6K	0.08%	145
2015 Q2	$1.72M	Sell	60,300 -24,864	-29%	-$721K	0.08%	152
2015 Q1	$2.43M	Buy	+85,164	New	+$2.42M	0.11%	125
2014 Q4	–	Sell	-59,332	Closed	-$1.58M	–	921
2014 Q3	$1.58M	Hold	59,332	–	–	0.08%	153
2014 Q2	$1.56M	Hold	59,332	–	–	0.08%	151
2014 Q1	$1.48M	Hold	59,332	–	–	0.08%	152
2013 Q4	$1.47M	Hold	59,332	–	–	0.08%	160
2013 Q3	$1.33M	Hold	59,332	–	–	0.08%	186
2013 Q2	$1.25M	Buy	+59,332	New	+$1.26M	0.07%	191

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Evercore Wealth Management's IVW Position: Q2 2026 in Review

Evercore Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 54,595 shares worth $7.51M. The position accounts for 0.11% of the portfolio, ranked #88.

Evercore Wealth Management first reported a position in IVW in Q2 2013 and has held it in 52 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Evercore Wealth Management held 54,595 shares of iShares S&P 500 Growth ETF worth $7.51M as of Q2 2026.
Evercore Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.11% of Evercore Wealth Management's portfolio in Q2 2026, its #88 holding.
Evercore Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 52 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.