EWM
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Evercore Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Evercore Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.2M Buy
31,495
+17,385
+123% +$6.48M 0.18% 65
2025
Q4 		$5.27M Sell
14,110
-1,570
-10% -$582K 0.08% 103
2025
Q3 		$5.73M Buy
15,680
+128
+0.8% +$45.1K 0.08% 99
2025
Q2 		$5.28M Sell
15,552
-30
-0.2% -$9.42K 0.08% 99
2025
Q1 		$4.78M Sell
15,582
-60
-0.4% -$19.4K 0.08% 100
2024
Q4 		$5.04M Buy
15,642
+126
+0.8% +$40.8K 0.08% 98
2024
Q3 		$4.88M Sell
15,516
-37,481
-71% -$11.4M 0.07% 99
2024
Q2 		$15.8M Hold
52,997
– – 0.25% 52
2024
Q1 		$15.3M Sell
52,997
-20
-0% -$5.48K 0.24% 54
2023
Q4 		$13.9M Buy
53,017
+1,557
+3% +$381K 0.23% 57
2023
Q3 		$12.1M Hold
51,460
– – 0.23% 58
2023
Q2 		$12.5M Sell
51,460
-20
-0% -$4.61K 0.23% 60
2023
Q1 		$11.6M Sell
51,480
-122
-0.2% -$26.9K 0.23% 60
2022
Q4 		$10.9M Buy
51,602
+990
+2% +$210K 0.23% 61
2022
Q3 		$9.99M Sell
50,612
-439
-0.9% -$96.3K 0.23% 60
2022
Q2 		$10.6M Buy
51,051
+10
+0% +$2.26K 0.22% 60
2022
Q1 		$12.8M Sell
51,041
-1,610
-3% -$398K 0.23% 60
2021
Q4 		$13.9M Sell
52,651
-194
-0.4% -$49.9K 0.23% 60
2021
Q3 		$12.8M Sell
52,845
-2
-0% -$497 0.23% 58
2021
Q2 		$12.8M Buy
52,847
+250
+0.5% +$58.9K 0.23% 58
2021
Q1 		$11.8M Sell
52,597
-6,579
-11% -$1.44M 0.23% 60
2020
Q4 		$12.5M Sell
59,176
-1,250
-2% -$249K 0.27% 55
2020
Q3 		$11.3M Sell
60,426
-80
-0.1% -$14.8K 0.28% 55
2020
Q2 		$10.4M Hold
60,506
– – 0.28% 58
2020
Q1 		$8.56M Sell
60,506
-170
-0.3% -$28.7K 0.28% 59
2019
Q4 		$10.8M Buy
60,676
+3,317
+6% +$566K 0.29% 58
2019
Q3 		$9.44M Buy
57,359
+115
+0.2% +$18.9K 0.28% 64
2019
Q2 		$9.32M Buy
57,244
+300
+0.5% +$48K 0.28% 63
2019
Q1 		$8.96M Hold
56,944
– – 0.29% 66
2018
Q4 		$7.9M Sell
56,944
-6,990
-11% -$1.05M 0.3% 65
2018
Q3 		$10.3M Buy
63,934
+1,550
+2% +$246K 0.33% 61
2018
Q2 		$9.48M Buy
62,384
+1,159
+2% +$175K 0.32% 61
2018
Q1 		$8.99M Buy
61,225
+41
+0.1% +$6.23K 0.34% 60
2017
Q4 		$9.09M Sell
61,184
-140
-0.2% -$20.3K 0.34% 60
2017
Q3 		$8.58M Sell
61,324
-1,650
-3% -$226K 0.33% 62
2017
Q2 		$8.52M Hold
62,974
– – 0.33% 62
2017
Q1 		$8.27M Hold
62,974
– – 0.32% 65
2016
Q4 		$7.84M Buy
62,974
+2,475
+4% +$301K 0.32% 65
2016
Q3 		$7.29M Buy
60,499
+1,550
+3% +$186K 0.3% 67
2016
Q2 		$6.89M Buy
58,949
+1,000
+2% +$115K 0.3% 68
2016
Q1 		$6.61M Buy
57,949
+229
+0.4% +$24.7K 0.29% 67
2015
Q4 		$6.54M Sell
57,720
-200
-0.3% -$22.9K 0.3% 72
2015
Q3 		$6.2M Sell
57,920
-3,500
-6% -$397K 0.3% 75
2015
Q2 		$7.13M Buy
61,420
+4,275
+7% +$504K 0.32% 72
2015
Q1 		$6.62M Buy
+57,145
New +$6.6M 0.3% 77
2014
Q4 		– Sell
-57,145
Closed -$6.28M – 922
2014
Q3 		$6.28M Hold
57,145
– – 0.31% 78
2014
Q2 		$6.29M Hold
57,145
– – 0.32% 78
2014
Q1 		$5.99M Hold
57,145
– – 0.34% 78
2013
Q4 		$5.9M Hold
57,145
– – 0.32% 86
2013
Q3 		$5.38M Hold
57,145
– – 0.31% 89
2013
Q2 		$5.14M Buy
+57,145
New +$5.12M 0.29% 94

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Evercore Wealth Management's IWB Position: Q1 2026 in Review

Evercore Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 123% in Q1 2026, buying an estimated $6.48M and bringing the position to 31,495 shares worth $11.2M. The position accounts for 0.18% of the portfolio, ranked #65.

Evercore Wealth Management first reported a position in IWB in Q2 2013 and has held it in 51 quarters since. The position peaked at $15.8M in Q2 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Evercore Wealth Management held 31,495 shares of iShares Russell 1000 ETF worth $11.2M as of Q1 2026.
  • Evercore Wealth Management bought 17,385 iShares Russell 1000 ETF shares in Q1 2026, an estimated $6.48M.
  • iShares Russell 1000 ETF made up 0.18% of Evercore Wealth Management's portfolio in Q1 2026, its #65 holding.
  • Evercore Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 51 quarters since.
  • Evercore Wealth Management's iShares Russell 1000 ETF position peaked at $15.8M in Q2 2024.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.