Evercore Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.87M | Sell |
36,449
-1,138
| -3% | -$246K | 0.12% | 81 |
|
|
2025
Q1 | $7.5M | Sell |
37,587
-745
| -2% | -$149K | 0.12% | 81 |
|
|
2024
Q4 | $8.47M | Buy |
38,332
+2
| +0% | +$442 | 0.13% | 80 |
|
|
2024
Q3 | $8.47M | Sell |
38,330
-7,690
| -17% | -$1.7M | 0.13% | 78 |
|
|
2024
Q2 | $9.34M | Buy |
46,020
+201
| +0.4% | +$40.8K | 0.15% | 71 |
|
|
2024
Q1 | $9.64M | Sell |
45,819
-521
| -1% | -$110K | 0.15% | 69 |
|
|
2023
Q4 | $9.3M | Buy |
46,340
+5,302
| +13% | +$1.06M | 0.16% | 69 |
|
|
2023
Q3 | $7.25M | Sell |
41,038
-379
| -0.9% | -$67K | 0.14% | 75 |
|
|
2023
Q2 | $7.76M | Sell |
41,417
-483
| -1% | -$90.5K | 0.14% | 75 |
|
|
2023
Q1 | $7.47M | Buy |
41,900
+127
| +0.3% | +$22.7K | 0.15% | 72 |
|
|
2022
Q4 | $7.28M | Sell |
41,773
-1,733
| -4% | -$302K | 0.15% | 73 |
|
|
2022
Q3 | $7.18M | Buy |
43,506
+96
| +0.2% | +$15.8K | 0.16% | 70 |
|
|
2022
Q2 | $7.35M | Sell |
43,410
-207
| -0.5% | -$35.1K | 0.16% | 71 |
|
|
2022
Q1 | $8.95M | Sell |
43,617
-1,668
| -4% | -$342K | 0.16% | 70 |
|
|
2021
Q4 | $10.1M | Sell |
45,285
-792
| -2% | -$176K | 0.16% | 68 |
|
|
2021
Q3 | $10.1M | Sell |
46,077
-769
| -2% | -$168K | 0.18% | 65 |
|
|
2021
Q2 | $10.7M | Sell |
46,846
-3,341
| -7% | -$766K | 0.2% | 63 |
|
|
2021
Q1 | $11.1M | Sell |
50,187
-2,207
| -4% | -$488K | 0.22% | 61 |
|
|
2020
Q4 | $10.3M | Buy |
52,394
+3,069
| +6% | +$602K | 0.22% | 62 |
|
|
2020
Q3 | $7.39M | Sell |
49,325
-3,628
| -7% | -$543K | 0.18% | 70 |
|
|
2020
Q2 | $7.58M | Sell |
52,953
-6,086
| -10% | -$871K | 0.2% | 66 |
|
|
2020
Q1 | $6.76M | Sell |
59,039
-8,568
| -13% | -$981K | 0.22% | 65 |
|
|
2019
Q4 | $11.2M | Buy |
67,607
+8,980
| +15% | +$1.49M | 0.3% | 57 |
|
|
2019
Q3 | $8.87M | Buy |
58,627
+6,713
| +13% | +$1.02M | 0.26% | 66 |
|
|
2019
Q2 | $8.07M | Buy |
51,914
+10,130
| +24% | +$1.58M | 0.25% | 67 |
|
|
2019
Q1 | $6.4M | Buy |
41,784
+6,915
| +20% | +$1.06M | 0.21% | 78 |
|
|
2018
Q4 | $4.67M | Buy |
34,869
+4,403
| +14% | +$590K | 0.18% | 90 |
|
|
2018
Q3 | $5.14M | Buy |
30,466
+5,613
| +23% | +$946K | 0.16% | 88 |
|
|
2018
Q2 | $4.07M | Buy |
24,853
+6,310
| +34% | +$1.03M | 0.14% | 96 |
|
|
2018
Q1 | $2.82M | Buy |
18,543
+14
| +0.1% | +$2.13K | 0.11% | 107 |
|
|
2017
Q4 | $2.83M | Buy |
18,529
+225
| +1% | +$34.3K | 0.11% | 109 |
|
|
2017
Q3 | $2.71M | Sell |
18,304
-853
| -4% | -$126K | 0.11% | 113 |
|
|
2017
Q2 | $2.7M | Buy |
19,157
+305
| +2% | +$43K | 0.1% | 112 |
|
|
2017
Q1 | $2.59M | Sell |
18,852
-20
| -0.1% | -$2.75K | 0.1% | 116 |
|
|
2016
Q4 | $2.55M | Sell |
18,872
-8,038
| -30% | -$1.08M | 0.11% | 114 |
|
|
2016
Q3 | $3.34M | Sell |
26,910
-357
| -1% | -$44.3K | 0.14% | 107 |
|
|
2016
Q2 | $3.14M | Sell |
27,267
-5,855
| -18% | -$673K | 0.14% | 104 |
|
|
2016
Q1 | $3.67M | Sell |
33,122
-3,530
| -10% | -$391K | 0.16% | 99 |
|
|
2015
Q4 | $4.13M | Sell |
36,652
-781
| -2% | -$88K | 0.19% | 96 |
|
|
2015
Q3 | $4.09M | Sell |
37,433
-4,653
| -11% | -$508K | 0.2% | 96 |
|
|
2015
Q2 | $5.25M | Sell |
42,086
-3,850
| -8% | -$480K | 0.24% | 90 |
|
|
2015
Q1 | $5.71M | Buy |
45,936
+23,206
| +102% | +$2.88M | 0.26% | 87 |
|
|
2014
Q4 | $2.72M | Sell |
22,730
-21,150
| -48% | -$2.53M | 0.14% | 111 |
|
|
2014
Q3 | $4.79M | Sell |
43,880
-1,201
| -3% | -$131K | 0.24% | 92 |
|
|
2014
Q2 | $5.36M | Sell |
45,081
-6,294
| -12% | -$748K | 0.28% | 84 |
|
|
2014
Q1 | $5.98M | Buy |
51,375
+14,340
| +39% | +$1.67M | 0.34% | 79 |
|
|
2013
Q4 | $4.27M | Buy |
37,035
+180
| +0.5% | +$20.8K | 0.23% | 101 |
|
|
2013
Q3 | $3.93M | Sell |
36,855
-69
| -0.2% | -$7.35K | 0.22% | 113 |
|
|
2013
Q2 | $3.58M | Buy |
+36,924
| New | +$3.58M | 0.2% | 119 |
|