EWM
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Evercore Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Evercore Wealth Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$730K Hold
3,300
– – 0.01% 252
2026
Q1 		$626K Sell
3,300
-1,100
-25% -$213K 0.01% 255
2025
Q4 		$797K Hold
4,400
– – 0.01% 238
2025
Q3 		$778K Sell
4,400
-49
-1% -$8.27K 0.01% 244
2025
Q2 		$702K Hold
4,449
– – 0.01% 249
2025
Q1 		$672K Sell
4,449
-300
-6% -$48.5K 0.01% 253
2024
Q4 		$780K Sell
4,749
-78
-2% -$13.3K 0.01% 232
2024
Q3 		$805K Sell
4,827
-5,406
-53% -$878K 0.01% 236
2024
Q2 		$1.56M Sell
10,233
-212
-2% -$32.4K 0.02% 180
2024
Q1 		$1.66M Sell
10,445
-89
-0.8% -$13.5K 0.03% 177
2023
Q4 		$1.64M Sell
10,534
-200
-2% -$27.7K 0.03% 177
2023
Q3 		$1.45M Sell
10,734
-388
-3% -$55.6K 0.03% 180
2023
Q2 		$1.57M Sell
11,122
-31
-0.3% -$4.19K 0.03% 178
2023
Q1 		$1.53M Sell
11,153
-495
-4% -$71.7K 0.03% 171
2022
Q4 		$1.62M Sell
11,648
-11
-0.1% -$1.55K 0.03% 169
2022
Q3 		$1.5M Sell
11,659
-237
-2% -$34.3K 0.03% 161
2022
Q2 		$1.62M Sell
11,896
-110
-0.9% -$16.4K 0.03% 161
2022
Q1 		$1.94M Sell
12,006
-73
-0.6% -$11.6K 0.03% 163
2021
Q4 		$2.01M Hold
12,079
– – 0.03% 169
2021
Q3 		$1.94M Hold
12,079
– – 0.04% 170
2021
Q2 		$2M Sell
12,079
-75
-0.6% -$12.4K 0.04% 172
2021
Q1 		$1.94M Sell
12,154
-55
-0.5% -$8.31K 0.04% 173
2020
Q4 		$1.61M Sell
12,209
-10
-0.1% -$1.18K 0.03% 176
2020
Q3 		$1.21M Sell
12,219
-455
-4% -$46.2K 0.03% 178
2020
Q2 		$1.24M Sell
12,674
-203
-2% -$18.5K 0.03% 178
2020
Q1 		$1.06M Sell
12,877
-3,880
-23% -$435K 0.03% 174
2019
Q4 		$2.15M Buy
16,757
+7,545
+82% +$933K 0.06% 149
2019
Q3 		$1.1M Hold
9,212
– – 0.03% 190
2019
Q2 		$1.11M Sell
9,212
-690
-7% -$83.3K 0.03% 195
2019
Q1 		$1.19M Buy
9,902
+791
+9% +$94.5K 0.04% 183
2018
Q4 		$980K Buy
9,111
+630
+7% +$75.8K 0.04% 177
2018
Q3 		$1.13M Hold
8,481
– – 0.04% 185
2018
Q2 		$1.12M Sell
8,481
-43
-0.5% -$5.54K 0.04% 184
2018
Q1 		$1.04M Hold
8,524
– – 0.04% 179
2017
Q4 		$1.07M Hold
8,524
– – 0.04% 181
2017
Q3 		$1.06M Hold
8,524
– – 0.04% 174
2017
Q2 		$1.01M Sell
8,524
-20
-0.2% -$2.35K 0.04% 176
2017
Q1 		$1.01M Sell
8,544
-310
-4% -$36.8K 0.04% 177
2016
Q4 		$1.05M Sell
8,854
-100
-1% -$11.1K 0.04% 172
2016
Q3 		$938K Sell
8,954
-110
-1% -$11.3K 0.04% 181
2016
Q2 		$882K Sell
9,064
-50
-0.5% -$4.76K 0.04% 184
2016
Q1 		$849K Buy
9,114
+141
+2% +$12.2K 0.04% 187
2015
Q4 		$825K Buy
8,973
+1,390
+18% +$132K 0.04% 198
2015
Q3 		$683K Hold
7,583
– – 0.03% 216
2015
Q2 		$772K Buy
7,583
+2,759
+57% +$284K 0.03% 228
2015
Q1 		$498K Buy
4,824
+2,764
+134% +$279K 0.02% 278
2014
Q4 		$209K Sell
2,060
-5,698
-73% -$558K 0.01% 354
2014
Q3 		$725K Sell
7,758
-495
-6% -$49K 0.04% 215
2014
Q2 		$851K Sell
8,253
-729
-8% -$72.5K 0.04% 204
2014
Q1 		$906K Sell
8,982
-175
-2% -$17.2K 0.05% 193
2013
Q4 		$910K Sell
9,157
-146
-2% -$13.9K 0.05% 203
2013
Q3 		$853K Buy
9,303
+349
+4% +$31.5K 0.05% 225
2013
Q2 		$769K Buy
+8,954
New +$758K 0.04% 231

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Evercore Wealth Management's IWN Position: Q2 2026 in Review

Evercore Wealth Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 3,300 shares worth $730K. The position accounts for 0.01% of the portfolio, ranked #252.

Evercore Wealth Management first reported a position in IWN in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.15M in Q4 2019. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Evercore Wealth Management held 3,300 shares of iShares Russell 2000 Value ETF worth $730K as of Q2 2026.
  • Evercore Wealth Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #252 holding.
  • Evercore Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • Evercore Wealth Management's iShares Russell 2000 Value ETF position peaked at $2.15M in Q4 2019.
  • 1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.