EWM
Evercore Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28M | Sell |
15,552
-30
| -0.2% | -$10.2K | 0.08% | 99 |
|
|
2025
Q1 | $4.78M | Sell |
15,582
-60
| -0.4% | -$18.4K | 0.08% | 99 |
|
|
2024
Q4 | $5.04M | Buy |
15,642
+126
| +0.8% | +$40.6K | 0.08% | 98 |
|
|
2024
Q3 | $4.88M | Sell |
15,516
-37,481
| -71% | -$11.8M | 0.07% | 99 |
|
|
2024
Q2 | $15.8M | Hold |
52,997
| – | – | 0.25% | 52 |
|
|
2024
Q1 | $15.3M | Sell |
52,997
-20
| -0% | -$5.76K | 0.24% | 54 |
|
|
2023
Q4 | $13.9M | Buy |
53,017
+1,557
| +3% | +$408K | 0.23% | 57 |
|
|
2023
Q3 | $12.1M | Hold |
51,460
| – | – | 0.23% | 58 |
|
|
2023
Q2 | $12.5M | Sell |
51,460
-20
| -0% | -$4.88K | 0.23% | 60 |
|
|
2023
Q1 | $11.6M | Sell |
51,480
-122
| -0.2% | -$27.5K | 0.23% | 60 |
|
|
2022
Q4 | $10.9M | Buy |
51,602
+990
| +2% | +$208K | 0.23% | 61 |
|
|
2022
Q3 | $9.99M | Sell |
50,612
-439
| -0.9% | -$86.6K | 0.23% | 60 |
|
|
2022
Q2 | $10.6M | Buy |
51,051
+10
| +0% | +$2.08K | 0.22% | 60 |
|
|
2022
Q1 | $12.8M | Sell |
51,041
-1,610
| -3% | -$403K | 0.23% | 60 |
|
|
2021
Q4 | $13.9M | Sell |
52,651
-194
| -0.4% | -$51.3K | 0.23% | 60 |
|
|
2021
Q3 | $12.8M | Sell |
52,845
-2
| -0% | -$483 | 0.23% | 58 |
|
|
2021
Q2 | $12.8M | Buy |
52,847
+250
| +0.5% | +$60.5K | 0.23% | 58 |
|
|
2021
Q1 | $11.8M | Sell |
52,597
-6,579
| -11% | -$1.47M | 0.23% | 60 |
|
|
2020
Q4 | $12.5M | Sell |
59,176
-1,250
| -2% | -$265K | 0.27% | 55 |
|
|
2020
Q3 | $11.3M | Sell |
60,426
-80
| -0.1% | -$15K | 0.28% | 55 |
|
|
2020
Q2 | $10.4M | Hold |
60,506
| – | – | 0.28% | 58 |
|
|
2020
Q1 | $8.56M | Sell |
60,506
-170
| -0.3% | -$24.1K | 0.28% | 59 |
|
|
2019
Q4 | $10.8M | Buy |
60,676
+3,317
| +6% | +$592K | 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% | +$48.8K | 0.28% | 63 |
|
|
2019
Q1 | $8.96M | Hold |
56,944
| – | – | 0.29% | 66 |
|
|
2018
Q4 | $7.9M | Sell |
56,944
-6,990
| -11% | -$969K | 0.3% | 65 |
|
|
2018
Q3 | $10.3M | Buy |
63,934
+1,550
| +2% | +$251K | 0.33% | 61 |
|
|
2018
Q2 | $9.48M | Buy |
62,384
+1,159
| +2% | +$176K | 0.32% | 61 |
|
|
2018
Q1 | $8.99M | Buy |
61,225
+41
| +0.1% | +$6.02K | 0.34% | 60 |
|
|
2017
Q4 | $9.09M | Sell |
61,184
-140
| -0.2% | -$20.8K | 0.34% | 60 |
|
|
2017
Q3 | $8.58M | Sell |
61,324
-1,650
| -3% | -$231K | 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% | +$308K | 0.32% | 65 |
|
|
2016
Q3 | $7.29M | Buy |
60,499
+1,550
| +3% | +$187K | 0.3% | 67 |
|
|
2016
Q2 | $6.89M | Buy |
58,949
+1,000
| +2% | +$117K | 0.3% | 68 |
|
|
2016
Q1 | $6.61M | Buy |
57,949
+229
| +0.4% | +$26.1K | 0.29% | 67 |
|
|
2015
Q4 | $6.54M | Sell |
57,720
-200
| -0.3% | -$22.7K | 0.3% | 72 |
|
|
2015
Q3 | $6.2M | Sell |
57,920
-3,500
| -6% | -$375K | 0.3% | 75 |
|
|
2015
Q2 | $7.13M | Buy |
61,420
+4,275
| +7% | +$496K | 0.32% | 72 |
|
|
2015
Q1 | $6.62M | Buy |
+57,145
| New | +$6.62M | 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 | +$5.14M | 0.29% | 94 |
|