Evercore Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28M | Sell |
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|
2025
Q1 | $4.78M | Sell |
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|
2024
Q4 | $5.04M | Buy |
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|
2024
Q3 | $4.88M | Sell |
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|
2024
Q2 | $15.8M | Hold |
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|
2024
Q1 | $15.3M | Sell |
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|
2023
Q4 | $13.9M | Buy |
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|
2023
Q3 | $12.1M | Hold |
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|
2023
Q2 | $12.5M | Sell |
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|
2023
Q1 | $11.6M | Sell |
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|
2022
Q4 | $10.9M | Buy |
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|
2022
Q3 | $9.99M | Sell |
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|
2022
Q2 | $10.6M | Buy |
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|
2022
Q1 | $12.8M | Sell |
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|
2021
Q4 | $13.9M | Sell |
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|
2021
Q3 | $12.8M | Sell |
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|
2021
Q2 | $12.8M | Buy |
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|
2021
Q1 | $11.8M | Sell |
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|
2020
Q4 | $12.5M | Sell |
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|
2020
Q3 | $11.3M | Sell |
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|
2020
Q2 | $10.4M | Hold |
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|
2020
Q1 | $8.56M | Sell |
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|
2019
Q4 | $10.8M | Buy |
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|
2019
Q3 | $9.44M | Buy |
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|
2019
Q2 | $9.32M | Buy |
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|
2019
Q1 | $8.96M | Hold |
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|
2018
Q4 | $7.9M | Sell |
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|
2018
Q3 | $10.3M | Buy |
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|
2018
Q2 | $9.48M | Buy |
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|
2018
Q1 | $8.99M | Buy |
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|
2017
Q4 | $9.09M | Sell |
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|
2017
Q3 | $8.58M | Sell |
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|
2017
Q2 | $8.52M | Hold |
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|
2017
Q1 | $8.27M | Hold |
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|
2016
Q4 | $7.84M | Buy |
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|
2016
Q3 | $7.29M | Buy |
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|
2016
Q2 | $6.89M | Buy |
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|
2016
Q1 | $6.61M | Buy |
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|
2015
Q4 | $6.54M | Sell |
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|
2015
Q3 | $6.2M | Sell |
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|
2015
Q2 | $7.13M | Buy |
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|
2015
Q1 | $6.62M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $6.28M | Hold |
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|
2014
Q2 | $6.29M | Hold |
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|
2014
Q1 | $5.99M | Hold |
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|
2013
Q4 | $5.9M | Hold |
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|
2013
Q3 | $5.38M | Hold |
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|
2013
Q2 | $5.14M | Buy |
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