Evercore Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Hold |
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|
2025
Q1 | $672K | Sell |
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|
2024
Q4 | $780K | Sell |
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|
2024
Q3 | $805K | Sell |
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|
2024
Q2 | $1.56M | Sell |
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|
2024
Q1 | $1.66M | Sell |
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|
2023
Q4 | $1.64M | Sell |
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|
2023
Q3 | $1.45M | Sell |
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|
2023
Q2 | $1.57M | Sell |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $1.62M | Sell |
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|
2022
Q3 | $1.5M | Sell |
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|
2022
Q2 | $1.62M | Sell |
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|
2022
Q1 | $1.94M | Sell |
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|
2021
Q4 | $2.01M | Hold |
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|
2021
Q3 | $1.94M | Hold |
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|
2021
Q2 | $2M | Sell |
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|
2021
Q1 | $1.94M | Sell |
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|
2020
Q4 | $1.61M | Sell |
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|
2020
Q3 | $1.21M | Sell |
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|
2020
Q2 | $1.24M | Sell |
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|
2020
Q1 | $1.06M | Sell |
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|
2019
Q4 | $2.15M | Buy |
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|
2019
Q3 | $1.1M | Hold |
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|
2019
Q2 | $1.11M | Sell |
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|
2019
Q1 | $1.19M | Buy |
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|
2018
Q4 | $980K | Buy |
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|
2018
Q3 | $1.13M | Hold |
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|
2018
Q2 | $1.12M | Sell |
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|
2018
Q1 | $1.04M | Hold |
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|
2017
Q4 | $1.07M | Hold |
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|
2017
Q3 | $1.06M | Hold |
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|
2017
Q2 | $1.01M | Sell |
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|
2017
Q1 | $1.01M | Sell |
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|
2016
Q4 | $1.05M | Sell |
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|
2016
Q3 | $938K | Sell |
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|
2016
Q2 | $882K | Sell |
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|
2016
Q1 | $849K | Buy |
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|
2015
Q4 | $825K | Buy |
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|
2015
Q3 | $683K | Hold |
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|
2015
Q2 | $772K | Buy |
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|
2015
Q1 | $498K | Buy |
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|
2014
Q4 | $209K | Sell |
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|
2014
Q3 | $725K | Sell |
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|
2014
Q2 | $851K | Sell |
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|
2014
Q1 | $906K | Sell |
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|
2013
Q4 | $910K | Sell |
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|
2013
Q3 | $853K | Buy |
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|
2013
Q2 | $769K | Buy |
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