Evercore Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.65M | Sell |
38,929
-150
| -0.4% | -$38.7K | 0.15% | 77 |
|
|
2025
Q4 | $9.62M | Buy |
39,079
+3,053
| +8% | +$751K | 0.14% | 76 |
|
|
2025
Q3 | $8.72M | Sell |
36,026
-423
| -1% | -$97.1K | 0.13% | 79 |
|
|
2025
Q2 | $7.87M | Sell |
36,449
-1,138
| -3% | -$229K | 0.12% | 81 |
|
|
2025
Q1 | $7.5M | Sell |
37,587
-745
| -2% | -$162K | 0.12% | 82 |
|
|
2024
Q4 | $8.47M | Buy |
38,332
+2
| +0% | +$456 | 0.13% | 80 |
|
|
2024
Q3 | $8.47M | Sell |
38,330
-7,690
| -17% | -$1.65M | 0.13% | 78 |
|
|
2024
Q2 | $9.34M | Buy |
46,020
+201
| +0.4% | +$40.6K | 0.15% | 71 |
|
|
2024
Q1 | $9.64M | Sell |
45,819
-521
| -1% | -$104K | 0.15% | 69 |
|
|
2023
Q4 | $9.3M | Buy |
46,340
+5,302
| +13% | +$950K | 0.16% | 69 |
|
|
2023
Q3 | $7.25M | Sell |
41,038
-379
| -0.9% | -$71.2K | 0.14% | 75 |
|
|
2023
Q2 | $7.76M | Sell |
41,417
-483
| -1% | -$86.1K | 0.14% | 75 |
|
|
2023
Q1 | $7.47M | Buy |
41,900
+127
| +0.3% | +$23.4K | 0.15% | 72 |
|
|
2022
Q4 | $7.28M | Sell |
41,773
-1,733
| -4% | -$308K | 0.15% | 73 |
|
|
2022
Q3 | $7.17M | Buy |
43,506
+96
| +0.2% | +$17.5K | 0.16% | 70 |
|
|
2022
Q2 | $7.35M | Sell |
43,410
-207
| -0.5% | -$38.2K | 0.16% | 71 |
|
|
2022
Q1 | $8.95M | Sell |
43,617
-1,668
| -4% | -$340K | 0.16% | 70 |
|
|
2021
Q4 | $10.1M | Sell |
45,285
-792
| -2% | -$179K | 0.16% | 68 |
|
|
2021
Q3 | $10.1M | Sell |
46,077
-769
| -2% | -$170K | 0.18% | 65 |
|
|
2021
Q2 | $10.7M | Sell |
46,846
-3,341
| -7% | -$751K | 0.2% | 63 |
|
|
2021
Q1 | $11.1M | Sell |
50,187
-2,207
| -4% | -$482K | 0.22% | 61 |
|
|
2020
Q4 | $10.3M | Buy |
52,394
+3,069
| +6% | +$537K | 0.22% | 62 |
|
|
2020
Q3 | $7.39M | Sell |
49,325
-3,628
| -7% | -$546K | 0.18% | 70 |
|
|
2020
Q2 | $7.58M | Sell |
52,953
-6,086
| -10% | -$799K | 0.2% | 66 |
|
|
2020
Q1 | $6.76M | Sell |
59,039
-8,568
| -13% | -$1.28M | 0.22% | 65 |
|
|
2019
Q4 | $11.2M | Buy |
67,607
+8,980
| +15% | +$1.42M | 0.3% | 57 |
|
|
2019
Q3 | $8.87M | Buy |
58,627
+6,713
| +13% | +$1.03M | 0.26% | 66 |
|
|
2019
Q2 | $8.07M | Buy |
51,914
+10,130
| +24% | +$1.56M | 0.25% | 67 |
|
|
2019
Q1 | $6.4M | Buy |
41,784
+6,915
| +20% | +$1.04M | 0.21% | 78 |
|
|
2018
Q4 | $4.67M | Buy |
34,869
+4,403
| +14% | +$657K | 0.18% | 90 |
|
|
2018
Q3 | $5.13M | Buy |
30,466
+5,613
| +23% | +$948K | 0.16% | 88 |
|
|
2018
Q2 | $4.07M | Buy |
24,853
+6,310
| +34% | +$1.01M | 0.14% | 96 |
|
|
2018
Q1 | $2.81M | Buy |
18,543
+14
| +0.1% | +$2.16K | 0.11% | 107 |
|
|
2017
Q4 | $2.83M | Buy |
18,529
+225
| +1% | +$33.8K | 0.11% | 109 |
|
|
2017
Q3 | $2.71M | Sell |
18,304
-853
| -4% | -$120K | 0.11% | 113 |
|
|
2017
Q2 | $2.7M | Buy |
19,157
+305
| +2% | +$42.2K | 0.1% | 113 |
|
|
2017
Q1 | $2.59M | Sell |
18,852
-20
| -0.1% | -$2.73K | 0.1% | 117 |
|
|
2016
Q4 | $2.54M | Sell |
18,872
-8,038
| -30% | -$1.03M | 0.11% | 115 |
|
|
2016
Q3 | $3.34M | Sell |
26,910
-357
| -1% | -$43.4K | 0.14% | 107 |
|
|
2016
Q2 | $3.13M | Sell |
27,267
-5,855
| -18% | -$661K | 0.14% | 104 |
|
|
2016
Q1 | $3.67M | Sell |
33,122
-3,530
| -10% | -$365K | 0.16% | 99 |
|
|
2015
Q4 | $4.13M | Sell |
36,652
-781
| -2% | -$90.1K | 0.19% | 96 |
|
|
2015
Q3 | $4.09M | Sell |
37,433
-4,653
| -11% | -$552K | 0.2% | 96 |
|
|
2015
Q2 | $5.25M | Sell |
42,086
-3,850
| -8% | -$481K | 0.24% | 90 |
|
|
2015
Q1 | $5.71M | Buy |
45,936
+23,206
| +102% | +$2.8M | 0.26% | 87 |
|
|
2014
Q4 | $2.72M | Sell |
22,730
-21,150
| -48% | -$2.42M | 0.14% | 111 |
|
|
2014
Q3 | $4.79M | Sell |
43,880
-1,201
| -3% | -$137K | 0.24% | 92 |
|
|
2014
Q2 | $5.36M | Sell |
45,081
-6,294
| -12% | -$715K | 0.28% | 84 |
|
|
2014
Q1 | $5.98M | Buy |
51,375
+14,340
| +39% | +$1.65M | 0.34% | 79 |
|
|
2013
Q4 | $4.27M | Buy |
37,035
+180
| +0.5% | +$19.9K | 0.23% | 101 |
|
|
2013
Q3 | $3.93M | Sell |
36,855
-69
| -0.2% | -$7.14K | 0.22% | 113 |
|
|
2013
Q2 | $3.58M | Buy |
+36,924
| New | +$3.53M | 0.2% | 119 |
|
Other funds holding IWM
Evercore Wealth Management's IWM Position: Q1 2026 in Review
Evercore Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.38% in Q1 2026, selling an estimated $38.7K and leaving 38,929 shares worth $9.65M. The position accounts for 0.15% of the portfolio, ranked #77.
Evercore Wealth Management first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.2M in Q4 2019. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Evercore Wealth Management held 38,929 shares of iShares Russell 2000 ETF worth $9.65M as of Q1 2026.
- Evercore Wealth Management sold 150 iShares Russell 2000 ETF shares in Q1 2026, an estimated $38.7K.
- iShares Russell 2000 ETF made up 0.15% of Evercore Wealth Management's portfolio in Q1 2026, its #77 holding.
- Evercore Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
- Evercore Wealth Management's iShares Russell 2000 ETF position peaked at $11.2M in Q4 2019.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.