EWM
Evercore Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Sell |
11,983
-250
| -2% | -$48.6K | 0.04% | 146 |
|
|
2025
Q1 | $2.3M | Sell |
12,233
-54
| -0.4% | -$10.2K | 0.04% | 144 |
|
|
2024
Q4 | $2.27M | Sell |
12,287
-308
| -2% | -$57K | 0.03% | 146 |
|
|
2024
Q3 | $2.39M | Sell |
12,595
-278
| -2% | -$52.8K | 0.04% | 146 |
|
|
2024
Q2 | $2.25M | Sell |
12,873
-40
| -0.3% | -$6.98K | 0.04% | 148 |
|
|
2024
Q1 | $2.31M | Sell |
12,913
-599
| -4% | -$107K | 0.04% | 151 |
|
|
2023
Q4 | $2.23M | Buy |
13,512
+8
| +0.1% | +$1.32K | 0.04% | 155 |
|
|
2023
Q3 | $2.05M | Sell |
13,504
-93
| -0.7% | -$14.1K | 0.04% | 150 |
|
|
2023
Q2 | $2.15M | Sell |
13,597
-223
| -2% | -$35.2K | 0.04% | 149 |
|
|
2023
Q1 | $2.1M | Buy |
13,820
+299
| +2% | +$45.5K | 0.04% | 150 |
|
|
2022
Q4 | $2.05M | Buy |
13,521
+171
| +1% | +$25.9K | 0.04% | 151 |
|
|
2022
Q3 | $1.82M | Hold |
13,350
| – | – | 0.04% | 145 |
|
|
2022
Q2 | $1.94M | Buy |
13,350
+88
| +0.7% | +$12.8K | 0.04% | 146 |
|
|
2022
Q1 | $2.2M | Sell |
13,262
-657
| -5% | -$109K | 0.04% | 157 |
|
|
2021
Q4 | $2.34M | Hold |
13,919
| – | – | 0.04% | 159 |
|
|
2021
Q3 | $2.18M | Hold |
13,919
| – | – | 0.04% | 162 |
|
|
2021
Q2 | $2.21M | Buy |
13,919
+35
| +0.3% | +$5.55K | 0.04% | 164 |
|
|
2021
Q1 | $2.1M | Sell |
13,884
-884
| -6% | -$134K | 0.04% | 163 |
|
|
2020
Q4 | $2.02M | Buy |
14,768
+205
| +1% | +$28K | 0.04% | 156 |
|
|
2020
Q3 | $1.72M | Sell |
14,563
-431
| -3% | -$50.9K | 0.04% | 157 |
|
|
2020
Q2 | $1.69M | Sell |
14,994
-2,836
| -16% | -$319K | 0.05% | 156 |
|
|
2020
Q1 | $1.77M | Sell |
17,830
-33,147
| -65% | -$3.29M | 0.06% | 139 |
|
|
2019
Q4 | $6.96M | Sell |
50,977
-1,116
| -2% | -$152K | 0.19% | 73 |
|
|
2019
Q3 | $6.68M | Sell |
52,093
-24,750
| -32% | -$3.17M | 0.2% | 74 |
|
|
2019
Q2 | $9.78M | Sell |
76,843
-7,839
| -9% | -$997K | 0.3% | 61 |
|
|
2019
Q1 | $10.5M | Sell |
84,682
-6,289
| -7% | -$777K | 0.34% | 59 |
|
|
2018
Q4 | $10.1M | Sell |
90,971
-3,923
| -4% | -$436K | 0.38% | 55 |
|
|
2018
Q3 | $12M | Buy |
94,894
+1,535
| +2% | +$194K | 0.38% | 56 |
|
|
2018
Q2 | $11.3M | Sell |
93,359
-31,654
| -25% | -$3.84M | 0.39% | 57 |
|
|
2018
Q1 | $15M | Sell |
125,013
-35,561
| -22% | -$4.27M | 0.57% | 48 |
|
|
2017
Q4 | $20M | Sell |
160,574
-14,550
| -8% | -$1.81M | 0.74% | 41 |
|
|
2017
Q3 | $20.8M | Sell |
175,124
-38,545
| -18% | -$4.57M | 0.81% | 41 |
|
|
2017
Q2 | $24.9M | Sell |
213,669
-2,640
| -1% | -$307K | 0.96% | 38 |
|
|
2017
Q1 | $24.9M | Buy |
216,309
+1,766
| +0.8% | +$203K | 0.97% | 39 |
|
|
2016
Q4 | $24M | Sell |
214,543
-29,660
| -12% | -$3.32M | 1% | 37 |
|
|
2016
Q3 | $25.8M | Buy |
244,203
+26,245
| +12% | +$2.77M | 1.07% | 38 |
|
|
2016
Q2 | $22.5M | Buy |
217,958
+208,145
| +2,121% | +$21.5M | 0.99% | 38 |
|
|
2016
Q1 | $970K | Buy |
9,813
+300
| +3% | +$29.7K | 0.04% | 175 |
|
|
2015
Q4 | $931K | Sell |
9,513
-30
| -0.3% | -$2.94K | 0.04% | 189 |
|
|
2015
Q3 | $890K | Hold |
9,543
| – | – | 0.04% | 191 |
|
|
2015
Q2 | $985K | Hold |
9,543
| – | – | 0.04% | 199 |
|
|
2015
Q1 | $984K | Buy |
9,543
+2,033
| +27% | +$210K | 0.05% | 189 |
|
|
2014
Q4 | $784K | Sell |
7,510
-2,293
| -23% | -$239K | 0.04% | 194 |
|
|
2014
Q3 | $981K | Sell |
9,803
-140
| -1% | -$14K | 0.05% | 185 |
|
|
2014
Q2 | $1.01M | Sell |
9,943
-1,068
| -10% | -$108K | 0.05% | 188 |
|
|
2014
Q1 | $1.06M | Sell |
11,011
-1,390
| -11% | -$134K | 0.06% | 179 |
|
|
2013
Q4 | $1.17M | Sell |
12,401
-115
| -0.9% | -$10.8K | 0.06% | 176 |
|
|
2013
Q3 | $1.08M | Buy |
12,516
+2,391
| +24% | +$206K | 0.06% | 206 |
|
|
2013
Q2 | $848K | Buy |
+10,125
| New | +$848K | 0.05% | 224 |
|