Evercore Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Sell |
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|
2025
Q1 | $2.3M | Sell |
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|
2024
Q4 | $2.27M | Sell |
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|
2024
Q3 | $2.39M | Sell |
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|
2024
Q2 | $2.25M | Sell |
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|
2024
Q1 | $2.31M | Sell |
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|
2023
Q4 | $2.23M | Buy |
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|
2023
Q3 | $2.05M | Sell |
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|
2023
Q2 | $2.15M | Sell |
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|
2023
Q1 | $2.1M | Buy |
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|
2022
Q4 | $2.05M | Buy |
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|
2022
Q3 | $1.82M | Hold |
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|
2022
Q2 | $1.94M | Buy |
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|
2022
Q1 | $2.2M | Sell |
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|
2021
Q4 | $2.34M | Hold |
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|
2021
Q3 | $2.18M | Hold |
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|
2021
Q2 | $2.21M | Buy |
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|
2021
Q1 | $2.1M | Sell |
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|
2020
Q4 | $2.02M | Buy |
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|
2020
Q3 | $1.72M | Sell |
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|
2020
Q2 | $1.69M | Sell |
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|
2020
Q1 | $1.77M | Sell |
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|
2019
Q4 | $6.96M | Sell |
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|
2019
Q3 | $6.68M | Sell |
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|
2019
Q2 | $9.78M | Sell |
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|
2019
Q1 | $10.5M | Sell |
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|
2018
Q4 | $10.1M | Sell |
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|
2018
Q3 | $12M | Buy |
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|
2018
Q2 | $11.3M | Sell |
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|
2018
Q1 | $15M | Sell |
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|
2017
Q4 | $20M | Sell |
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|
2017
Q3 | $20.8M | Sell |
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|
2017
Q2 | $24.9M | Sell |
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|
2017
Q1 | $24.9M | Buy |
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|
2016
Q4 | $24M | Sell |
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|
2016
Q3 | $25.8M | Buy |
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|
2016
Q2 | $22.5M | Buy |
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|
2016
Q1 | $970K | Buy |
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|
2015
Q4 | $931K | Sell |
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|
2015
Q3 | $890K | Hold |
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|
2015
Q2 | $985K | Hold |
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|
2015
Q1 | $984K | Buy |
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|
2014
Q4 | $784K | Sell |
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|
2014
Q3 | $981K | Sell |
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|
2014
Q2 | $1.01M | Sell |
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|
2014
Q1 | $1.06M | Sell |
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|
2013
Q4 | $1.17M | Sell |
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|
2013
Q3 | $1.08M | Buy |
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|
2013
Q2 | $848K | Buy |
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