EWM
Evercore Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.06M | Hold |
55,010
| – | – | 0.09% | 91 |
|
|
2025
Q1 | $5.11M | Sell |
55,010
-3,750
| -6% | -$348K | 0.08% | 95 |
|
|
2024
Q4 | $5.97M | Buy |
58,760
+5,738
| +11% | +$583K | 0.09% | 91 |
|
|
2024
Q3 | $5.08M | Sell |
53,022
-1,407
| -3% | -$135K | 0.08% | 95 |
|
|
2024
Q2 | $5.04M | Sell |
54,429
-200
| -0.4% | -$18.5K | 0.08% | 95 |
|
|
2024
Q1 | $4.61M | Hold |
54,629
| – | – | 0.07% | 102 |
|
|
2023
Q4 | $4.1M | Buy |
54,629
+752
| +1% | +$56.5K | 0.07% | 112 |
|
|
2023
Q3 | $3.69M | Sell |
53,877
-598
| -1% | -$40.9K | 0.07% | 110 |
|
|
2023
Q2 | $3.84M | Sell |
54,475
-75
| -0.1% | -$5.29K | 0.07% | 110 |
|
|
2023
Q1 | $3.49M | Buy |
54,550
+8,000
| +17% | +$511K | 0.07% | 112 |
|
|
2022
Q4 | $2.72M | Hold |
46,550
| – | – | 0.06% | 129 |
|
|
2022
Q3 | $2.69M | Sell |
46,550
-873
| -2% | -$50.5K | 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 | $3.51M | Sell |
47,423
-45
| -0.1% | -$3.33K | 0.06% | 126 |
|
|
2021
Q2 | $3.45M | Sell |
47,468
-116
| -0.2% | -$8.44K | 0.06% | 130 |
|
|
2021
Q1 | $3.1M | Buy |
47,584
+300
| +0.6% | +$19.5K | 0.06% | 136 |
|
|
2020
Q4 | $3.02M | Buy |
47,284
+36,667
| +345% | +$2.34M | 0.07% | 127 |
|
|
2020
Q3 | $2.45M | Sell |
10,617
-621
| -6% | -$143K | 0.06% | 132 |
|
|
2020
Q2 | $2.33M | Sell |
11,238
-1,348
| -11% | -$280K | 0.06% | 133 |
|
|
2020
Q1 | $2.08M | Buy |
12,586
+2,081
| +20% | +$343K | 0.07% | 130 |
|
|
2019
Q4 | $2.03M | Hold |
10,505
| – | – | 0.05% | 153 |
|
|
2019
Q3 | $1.89M | Hold |
10,505
| – | – | 0.06% | 152 |
|
|
2019
Q2 | $1.88M | Buy |
10,505
+150
| +1% | +$26.9K | 0.06% | 156 |
|
|
2019
Q1 | $1.79M | Buy |
10,355
+205
| +2% | +$35.3K | 0.06% | 157 |
|
|
2018
Q4 | $1.53M | Sell |
10,150
-18
| -0.2% | -$2.71K | 0.06% | 151 |
|
|
2018
Q3 | $1.8M | Buy |
10,168
+18
| +0.2% | +$3.19K | 0.06% | 155 |
|
|
2018
Q2 | $1.65M | Hold |
10,150
| – | – | 0.06% | 155 |
|
|
2018
Q1 | $1.57M | Sell |
10,150
-2,363
| -19% | -$366K | 0.06% | 146 |
|
|
2017
Q4 | $1.91M | Hold |
12,513
| – | – | 0.07% | 142 |
|
|
2017
Q3 | $1.8M | Hold |
12,513
| – | – | 0.07% | 142 |
|
|
2017
Q2 | $1.71M | Hold |
12,513
| – | – | 0.07% | 144 |
|
|
2017
Q1 | $1.65M | Buy |
12,513
+64
| +0.5% | +$8.42K | 0.06% | 148 |
|
|
2016
Q4 | $1.52M | Hold |
12,449
| – | – | 0.06% | 150 |
|
|
2016
Q3 | $1.52M | Sell |
12,449
-2,651
| -18% | -$323K | 0.06% | 151 |
|
|
2016
Q2 | $1.76M | Hold |
15,100
| – | – | 0.08% | 139 |
|
|
2016
Q1 | $1.75M | Buy |
15,100
+400
| +3% | +$46.4K | 0.08% | 133 |
|
|
2015
Q4 | $1.7M | Hold |
14,700
| – | – | 0.08% | 142 |
|
|
2015
Q3 | $1.59M | Sell |
14,700
-375
| -2% | -$40.4K | 0.08% | 145 |
|
|
2015
Q2 | $1.72M | Sell |
15,075
-6,216
| -29% | -$708K | 0.08% | 152 |
|
|
2015
Q1 | $2.43M | Buy |
+21,291
| New | +$2.43M | 0.11% | 125 |
|
|
2014
Q4 | – | Sell |
-14,833
| Closed | -$1.59M | – | 921 |
|
|
2014
Q3 | $1.59M | Hold |
14,833
| – | – | 0.08% | 153 |
|
|
2014
Q2 | $1.56M | Hold |
14,833
| – | – | 0.08% | 151 |
|
|
2014
Q1 | $1.48M | Hold |
14,833
| – | – | 0.08% | 152 |
|
|
2013
Q4 | $1.47M | Hold |
14,833
| – | – | 0.08% | 160 |
|
|
2013
Q3 | $1.33M | Hold |
14,833
| – | – | 0.08% | 186 |
|
|
2013
Q2 | $1.25M | Buy |
+14,833
| New | +$1.25M | 0.07% | 191 |
|