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Evercore Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Evercore Wealth Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.22M Sell
10,398
-218
-2% -$47.7K 0.03% 147
2025
Q4 		$2.23M Sell
10,616
-898
-8% -$185K 0.03% 152
2025
Q3 		$2.34M Sell
11,514
-469
-4% -$93.3K 0.03% 148
2025
Q2 		$2.33M Sell
11,983
-250
-2% -$46.3K 0.04% 146
2025
Q1 		$2.3M Sell
12,233
-54
-0.4% -$10.3K 0.04% 145
2024
Q4 		$2.27M Sell
12,287
-308
-2% -$59.1K 0.03% 146
2024
Q3 		$2.39M Sell
12,595
-278
-2% -$50.6K 0.04% 146
2024
Q2 		$2.25M Sell
12,873
-40
-0.3% -$6.99K 0.04% 148
2024
Q1 		$2.31M Sell
12,913
-599
-4% -$101K 0.04% 151
2023
Q4 		$2.23M Buy
13,512
+8
+0.1% +$1.24K 0.04% 155
2023
Q3 		$2.05M Sell
13,504
-93
-0.7% -$14.8K 0.04% 150
2023
Q2 		$2.15M Sell
13,597
-223
-2% -$34.1K 0.04% 149
2023
Q1 		$2.1M Buy
13,820
+299
+2% +$46.2K 0.04% 150
2022
Q4 		$2.05M Buy
13,521
+171
+1% +$25.6K 0.04% 151
2022
Q3 		$1.82M Hold
13,350
– – 0.04% 145
2022
Q2 		$1.94M Buy
13,350
+88
+0.7% +$13.8K 0.04% 146
2022
Q1 		$2.2M Sell
13,262
-657
-5% -$108K 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% +$5.54K 0.04% 164
2021
Q1 		$2.1M Sell
13,884
-884
-6% -$128K 0.04% 163
2020
Q4 		$2.02M Buy
14,768
+205
+1% +$26.3K 0.04% 157
2020
Q3 		$1.72M Sell
14,563
-431
-3% -$51.1K 0.04% 157
2020
Q2 		$1.69M Sell
14,994
-2,836
-16% -$312K 0.05% 156
2020
Q1 		$1.77M Sell
17,830
-33,147
-65% -$4.13M 0.06% 139
2019
Q4 		$6.96M Sell
50,977
-1,116
-2% -$147K 0.19% 73
2019
Q3 		$6.68M Sell
52,093
-24,750
-32% -$3.15M 0.2% 74
2019
Q2 		$9.78M Sell
76,843
-7,839
-9% -$981K 0.3% 61
2019
Q1 		$10.5M Sell
84,682
-6,289
-7% -$756K 0.34% 59
2018
Q4 		$10.1M Sell
90,971
-3,923
-4% -$470K 0.38% 55
2018
Q3 		$12M Buy
94,894
+1,535
+2% +$193K 0.38% 56
2018
Q2 		$11.3M Sell
93,359
-31,654
-25% -$3.85M 0.39% 57
2018
Q1 		$15M Sell
125,013
-35,561
-22% -$4.43M 0.57% 48
2017
Q4 		$20M Sell
160,574
-14,550
-8% -$1.76M 0.74% 41
2017
Q3 		$20.8M Sell
175,124
-38,545
-18% -$4.49M 0.81% 41
2017
Q2 		$24.9M Sell
213,669
-2,640
-1% -$304K 0.96% 38
2017
Q1 		$24.9M Buy
216,309
+1,766
+0.8% +$202K 0.97% 39
2016
Q4 		$24M Sell
214,543
-29,660
-12% -$3.21M 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% +$21M 0.99% 38
2016
Q1 		$970K Buy
9,813
+300
+3% +$28.1K 0.04% 175
2015
Q4 		$931K Sell
9,513
-30
-0.3% -$2.98K 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% +$211K 0.05% 189
2014
Q4 		$784K Sell
7,510
-2,293
-23% -$234K 0.04% 194
2014
Q3 		$981K Sell
9,803
-140
-1% -$14.2K 0.05% 185
2014
Q2 		$1.01M Sell
9,943
-1,068
-10% -$105K 0.05% 188
2014
Q1 		$1.06M Sell
11,011
-1,390
-11% -$130K 0.06% 179
2013
Q4 		$1.17M Sell
12,401
-115
-0.9% -$10.4K 0.06% 176
2013
Q3 		$1.08M Buy
12,516
+2,391
+24% +$207K 0.06% 206
2013
Q2 		$848K Buy
+10,125
New +$843K 0.05% 224

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Evercore Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.1% in Q1 2026, selling an estimated $47.7K and leaving 10,398 shares worth $2.22M. The position accounts for 0.03% of the portfolio, ranked #147.

Evercore Wealth Management first reported a position in IWD in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.8M in Q3 2016. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Evercore Wealth Management held 10,398 shares of iShares Russell 1000 Value ETF worth $2.22M as of Q1 2026.
  • Evercore Wealth Management sold 218 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $47.7K.
  • iShares Russell 1000 Value ETF made up 0.03% of Evercore Wealth Management's portfolio in Q1 2026, its #147 holding.
  • Evercore Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Evercore Wealth Management's iShares Russell 1000 Value ETF position peaked at $25.8M in Q3 2016.
  • 1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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